Western Wealth Management’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 | $640K | Buy |
5,841
+400
| +7% | +$43.8K | 0.04% | 356 |
|
|
2025
Q1 | $484K | Buy |
5,441
+331
| +6% | +$29.5K | 0.03% | 400 |
|
|
2024
Q4 | $512K | Buy |
5,110
+905
| +22% | +$90.6K | 0.03% | 377 |
|
|
2024
Q3 | $376K | Buy |
4,205
+1,835
| +77% | +$164K | 0.02% | 529 |
|
|
2024
Q2 | $206K | Sell |
2,370
-75
| -3% | -$6.52K | 0.02% | 624 |
|
|
2024
Q1 | $209K | Sell |
2,445
-1,000
| -29% | -$85.3K | 0.02% | 616 |
|
|
2023
Q4 | $280K | Buy |
+3,445
| New | +$280K | 0.02% | 571 |
|
|
2023
Q3 | – | Sell |
-3,305
| Closed | -$229K | – | 666 |
|
|
2023
Q2 | $229K | Buy |
+3,305
| New | +$229K | 0.02% | 582 |
|
|
2022
Q4 | – | Sell |
-5,960
| Closed | -$300K | – | 696 |
|
|
2022
Q3 | $300K | Sell |
5,960
-140
| -2% | -$7.05K | 0.02% | 630 |
|
|
2022
Q2 | $330K | Sell |
6,100
-4,970
| -45% | -$269K | 0.02% | 584 |
|
|
2022
Q1 | $763K | Buy |
11,070
+4,565
| +70% | +$315K | 0.04% | 404 |
|
|
2021
Q4 | $518K | Buy |
+6,505
| New | +$518K | 0.05% | 319 |
|
|
2021
Q2 | $425K | Sell |
5,460
-5,310
| -49% | -$413K | 0.04% | 399 |
|
|
2021
Q1 | $735K | Sell |
10,770
-4,735
| -31% | -$323K | 0.1% | 206 |
|
|
2020
Q4 | $1.1M | Buy |
15,505
+1,155
| +8% | +$81.8K | 0.16% | 146 |
|
|
2020
Q3 | $893K | Sell |
14,350
-1,935
| -12% | -$120K | 0.15% | 159 |
|
|
2020
Q2 | $926K | Buy |
16,285
+1,230
| +8% | +$69.9K | 0.17% | 138 |
|
|
2020
Q1 | $636K | Sell |
15,055
-210
| -1% | -$8.87K | 0.15% | 155 |
|
|
2019
Q4 | $711K | Sell |
15,265
-62,855
| -80% | -$2.93M | 0.11% | 185 |
|
|
2019
Q3 | $3.31M | Buy |
78,120
+3,720
| +5% | +$158K | 0.69% | 25 |
|
|
2019
Q2 | $3.25M | Sell |
74,400
-360
| -0.5% | -$15.7K | 0.43% | 48 |
|
|
2019
Q1 | $3.15M | Buy |
74,760
+50,935
| +214% | +$2.15M | 0.7% | 26 |
|
|
2018
Q4 | $829K | Buy |
+23,825
| New | +$829K | 0.22% | 111 |
|