WJ 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 | $1.08M | Hold |
9,850
| – | – | 0.34% | 48 |
|
|
2025
Q1 | $877K | Buy |
9,850
+600
| +6% | +$53.4K | 0.31% | 49 |
|
|
2024
Q4 | $926K | Hold |
9,250
| – | – | 0.32% | 45 |
|
|
2024
Q3 | $827K | Hold |
9,250
| – | – | 0.29% | 46 |
|
|
2024
Q2 | $804K | Hold |
9,250
| – | – | 0.29% | 48 |
|
|
2024
Q1 | $789K | Hold |
9,250
| – | – | 0.31% | 47 |
|
|
2023
Q4 | $750K | Hold |
9,250
| – | – | 0.33% | 43 |
|
|
2023
Q3 | $631K | Buy |
9,250
+1,000
| +12% | +$68.3K | 0.31% | 40 |
|
|
2023
Q2 | $571K | Buy |
8,250
+4,425
| +116% | +$306K | 0.27% | 42 |
|
|
2023
Q1 | $233K | Sell |
3,825
-5,075
| -57% | -$309K | 0.16% | 48 |
|
|
2022
Q4 | $455K | Hold |
8,900
| – | – | 0.26% | 38 |
|
|
2022
Q3 | $446K | Hold |
8,900
| – | – | 0.28% | 39 |
|
|
2022
Q2 | $480K | Buy |
8,900
+4,450
| +100% | +$240K | 0.34% | 32 |
|
|
2022
Q1 | $306K | Hold |
4,450
| – | – | 0.2% | 36 |
|
|
2021
Q4 | $355K | Hold |
4,450
| – | – | 0.21% | 41 |
|
|
2021
Q3 | $356K | Hold |
4,450
| – | – | 0.24% | 42 |
|
|
2021
Q2 | $347K | Sell |
4,450
-425
| -9% | -$33.1K | 1.08% | 27 |
|
|
2021
Q1 | $333K | Sell |
4,875
-575
| -11% | -$39.3K | 1.04% | 28 |
|
|
2020
Q4 | $386K | Sell |
5,450
-250
| -4% | -$17.7K | 1.2% | 25 |
|
|
2020
Q3 | $355K | Sell |
5,700
-8,850
| -61% | -$551K | 1.15% | 22 |
|
|
2020
Q2 | $824K | Buy |
14,550
+7,275
| +100% | +$412K | 0.58% | 25 |
|
|
2020
Q1 | $306K | Sell |
7,275
-1,975
| -21% | -$83.1K | 1.1% | 19 |
|
|
2019
Q4 | $431K | Buy |
+9,250
| New | +$431K | 1.09% | 23 |
|