Wealth Advisors of Tampa Bay’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $358K | Hold |
3,268
| – | – | 0.13% | 76 |
|
2025
Q1 | $291K | Sell |
3,268
-67
| -2% | -$5.96K | 0.12% | 78 |
|
2024
Q4 | $334K | Hold |
3,335
| – | – | 0.14% | 72 |
|
2024
Q3 | $298K | Hold |
3,335
| – | – | 0.12% | 77 |
|
2024
Q2 | $290K | Hold |
3,335
| – | – | 0.14% | 71 |
|
2024
Q1 | $284K | Sell |
3,335
-1,570
| -32% | -$134K | 0.14% | 70 |
|
2023
Q4 | $398K | Sell |
4,905
-5,055
| -51% | -$410K | 0.2% | 65 |
|
2023
Q3 | $680K | Buy |
9,960
+4,985
| +100% | +$340K | 0.19% | 66 |
|
2023
Q2 | $344K | Sell |
4,975
-955
| -16% | -$66.1K | 0.19% | 64 |
|
2023
Q1 | $361K | Buy |
+5,930
| New | +$361K | 0.21% | 61 |
|