Wealthcare Advisory Partners’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 | $3.22M | Buy |
29,428
+823
| +3% | +$90.1K | 0.07% | 226 |
|
|
2025
Q1 | $2.55M | Sell |
28,605
-1,720
| -6% | -$153K | 0.07% | 241 |
|
|
2024
Q4 | $3.04M | Buy |
30,325
+2,055
| +7% | +$206K | 0.08% | 200 |
|
|
2024
Q3 | $2.53M | Sell |
28,270
-3,968
| -12% | -$355K | 0.07% | 230 |
|
|
2024
Q2 | $2.8M | Buy |
32,238
+3,218
| +11% | +$280K | 0.09% | 191 |
|
|
2024
Q1 | $2.47M | Hold |
29,020
| – | – | 0.08% | 205 |
|
|
2023
Q4 | $2.35M | Sell |
29,020
-690
| -2% | -$56K | 0.09% | 173 |
|
|
2023
Q3 | $2.03M | Hold |
29,710
| – | – | 0.09% | 172 |
|
|
2023
Q2 | $2.06M | Sell |
29,710
-375
| -1% | -$25.9K | 0.09% | 173 |
|
|
2023
Q1 | $1.83M | Buy |
30,085
+380
| +1% | +$23.2K | 0.08% | 191 |
|
|
2022
Q4 | $1.52M | Sell |
29,705
-590
| -2% | -$30.2K | 0.07% | 208 |
|
|
2022
Q3 | $1.52M | Buy |
30,295
+890
| +3% | +$44.5K | 0.09% | 172 |
|
|
2022
Q2 | $1.59M | Sell |
29,405
-1,985
| -6% | -$107K | 0.1% | 142 |
|
|
2022
Q1 | $2.17M | Buy |
31,390
+1,235
| +4% | +$85.2K | 0.13% | 94 |
|
|
2021
Q4 | $2.4M | Sell |
30,155
-115
| -0.4% | -$9.15K | 0.14% | 91 |
|
|
2021
Q3 | $2.42M | Buy |
30,270
+365
| +1% | +$29.1K | 0.16% | 89 |
|
|
2021
Q2 | $2.33M | Buy |
29,905
+725
| +2% | +$56.6K | 0.16% | 93 |
|
|
2021
Q1 | $1.99M | Buy |
29,180
+325
| +1% | +$22.2K | 0.14% | 90 |
|
|
2020
Q4 | $2.04M | Buy |
28,855
+70
| +0.2% | +$4.96K | 0.18% | 75 |
|
|
2020
Q3 | $1.79M | Buy |
28,785
+1,775
| +7% | +$110K | 0.2% | 70 |
|
|
2020
Q2 | $1.54M | Buy |
27,010
+4,325
| +19% | +$246K | 0.19% | 70 |
|
|
2020
Q1 | $954K | Buy |
22,685
+10,710
| +89% | +$450K | 0.14% | 93 |
|
|
2019
Q4 | $558K | Hold |
11,975
| – | – | 0.07% | 165 |
|
|
2019
Q3 | $507K | Hold |
11,975
| – | – | 0.07% | 152 |
|
|
2019
Q2 | $523K | Buy |
11,975
+3,375
| +39% | +$147K | 0.08% | 138 |
|
|
2019
Q1 | $363K | Hold |
8,600
| – | – | 0.06% | 163 |
|
|
2018
Q4 | $298K | Sell |
8,600
-1,000
| -10% | -$34.7K | 0.06% | 161 |
|
|
2018
Q3 | $394K | Buy |
9,600
+940
| +11% | +$38.6K | 0.07% | 147 |
|
|
2018
Q2 | $316K | Buy |
+8,660
| New | +$316K | 0.06% | 167 |
|