WANY
Wealthspire Advisors (New York)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
13,150
+2,455
| +23% | +$269K | 0.01% | 329 |
|
|
2025
Q1 | $952K | Sell |
10,695
-52,644
| -83% | -$4.68M | 0.01% | 386 |
|
|
2024
Q4 | $6.34M | Sell |
63,339
-1,773
| -3% | -$178K | 0.06% | 131 |
|
|
2024
Q3 | $5.82M | Hold |
65,112
| – | – | 0.06% | 140 |
|
|
2024
Q2 | $5.66M | Buy |
+65,112
| New | +$5.66M | 0.07% | 109 |
|
|
2021
Q2 | – | Sell |
-603
| Closed | -$206K | – | 510 |
|
|
2021
Q1 | $206K | Buy |
603
+32
| +6% | +$10.9K | ﹤0.01% | 665 |
|
|
2020
Q4 | $202K | Buy |
+571
| New | +$202K | 0.01% | 553 |
|
|
2019
Q1 | – | Sell |
-687
| Closed | -$119K | – | 400 |
|
|
2018
Q4 | $119K | Buy |
+687
| New | +$119K | 0.01% | 98 |
|