WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $857K | Sell |
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|
2024
Q3 | $783K | Hold |
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|
2024
Q2 | $761K | Sell |
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|
2024
Q1 | $774K | Sell |
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|
2023
Q4 | $797K | Sell |
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|
2023
Q3 | $834K | Sell |
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|
2023
Q2 | $920K | Sell |
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|
2023
Q1 | $960K | Sell |
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|
2022
Q4 | $855K | Sell |
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|
2022
Q3 | $879K | Sell |
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|
2022
Q2 | $957K | Sell |
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|
2022
Q1 | $1.28M | Hold |
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|
2021
Q4 | $1.48M | Sell |
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|
2021
Q3 | $1.54M | Hold |
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|
2021
Q2 | $1.51M | Sell |
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|
2021
Q1 | $1.42M | Buy |
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|
2020
Q4 | $1.45M | Sell |
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|
2020
Q3 | $1.42M | Sell |
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|
2020
Q2 | $1.37M | Sell |
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|
2020
Q1 | $1.04M | Sell |
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|
2019
Q4 | $1.2M | Sell |
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|
2019
Q3 | $1.09M | Hold |
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|
2019
Q2 | $1.13M | Hold |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $908K | Hold |
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|
2018
Q3 | $1.07M | Hold |
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|
2018
Q2 | $956K | Hold |
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|
2018
Q1 | $888K | Buy |
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|
2017
Q4 | $685K | Hold |
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|
2017
Q3 | $648K | Hold |
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|
2017
Q2 | $606K | Hold |
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|
2017
Q1 | $561K | Buy |
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|
2016
Q4 | $457K | Sell |
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|
2016
Q3 | $503K | Hold |
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|
2016
Q2 | $466K | Buy |
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|
2016
Q1 | $420K | Sell |
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|
2015
Q4 | $451K | Hold |
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|
2015
Q3 | $411K | Sell |
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|
2015
Q2 | $454K | Hold |
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|
2015
Q1 | $439K | Hold |
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|
2014
Q4 | $423K | Buy |
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|
2014
Q3 | $251K | Buy |
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|
2014
Q2 | $235K | Buy |
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