Wellington Shields Capital 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
$413K Hold
2025
Q1
$336K Hold
2024
Q4
$378K Buy
2024
Q3
$333K Hold
2024
Q2
$324K Hold
2024
Q1
$318K Hold
2023
Q4
$302K Hold
2023
Q3
$254K Hold
2023
Q2
$258K Buy
2022
Q4
Sell
2022
Q3
$1.2M Buy