Wellspring Financial Advisors’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
Q3 | $32.3M | Buy |
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|
2025
Q2 | $30.8M | Sell |
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2025
Q1 | $25.4M | Sell |
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|
2024
Q4 | $29.2M | Buy |
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|
2024
Q3 | $20.4M | Buy |
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|
2024
Q2 | $19.7M | Buy |
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|
2024
Q1 | $15M | Sell |
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|
2023
Q4 | $5.5M | Sell |
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|
2023
Q3 | $5.1M | Buy |
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|
2023
Q2 | $5.12M | Sell |
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|
2023
Q1 | $4.85M | Buy |
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|
2022
Q4 | $4.2M | Sell |
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|
2022
Q3 | $7.66M | Buy |
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|
2022
Q2 | $8.05M | Sell |
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|
2022
Q1 | $14M | Buy |
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|
2021
Q4 | $15.6M | Sell |
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|
2021
Q3 | $15.4M | Buy |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $797K | Sell |
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|
2020
Q4 | $11.7M | Buy |
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|
2020
Q3 | $2.08M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $797K | Buy |
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