Venturi Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.62M Buy
2025
Q1
Sell
2024
Q4
$29K Hold
2024
Q3
$25.9K Sell
2024
Q2
$292K Buy
2024
Q1
$287K Sell
2023
Q4
$276K Buy
2023
Q3
$185K Buy
2023
Q2
$161K Sell
2023
Q1
$757K Sell
2022
Q4
$841K Sell
2022
Q3
$1.37M Sell
2022
Q2
$2.04M Buy
2022
Q1
$2.3M Sell
2021
Q4
$3.57M Buy
2021
Q3
$3.58M Buy
2021
Q2
$1.79M Hold
2021
Q1
$1.57M Buy
2020
Q4
$1.06M Sell
2020
Q3
$1.12M Hold
2020
Q2
$1.02M Sell
2020
Q1
$1.16M Buy