Wealth Enhancement Advisory Services
IGV icon

Wealth Enhancement Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.68M Buy
95,550
+12,912
+16% +$1.14M 0.02% 694
2025
Q4 		$8.67M Buy
82,638
+884
+1% +$97.2K 0.01% 751
2025
Q3 		$9.35M Sell
81,754
-4,905
-6% -$543K 0.01% 686
2025
Q2 		$9.64M Sell
86,659
-8,841
-9% -$874K 0.02% 642
2025
Q1 		$8.5M Buy
95,500
+3,338
+4% +$330K 0.02% 640
2024
Q4 		$9.23M Buy
92,162
+3,643
+4% +$361K 0.02% 587
2024
Q3 		$7.91M Sell
88,519
-4,678
-5% -$401K 0.02% 590
2024
Q2 		$8.1M Buy
93,197
+2,051
+2% +$168K 0.02% 543
2024
Q1 		$7.77M Sell
91,146
-1,729
-2% -$146K 0.02% 546
2023
Q4 		$7.53M Buy
92,875
+915
+1% +$67.7K 0.02% 494
2023
Q3 		$6.28M Buy
+91,960
New +$6.45M 0.02% 519

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Bank of America
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LPL Financial
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MMH
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