Founders Capital Management (Texas)’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 | $11K | Buy |
+100
| New | +$11K | 0.01% | 277 |
|
2022
Q4 | – | Sell |
-500
| Closed | -$25K | – | 384 |
|
2022
Q3 | $25K | Hold |
500
| – | – | 0.02% | 194 |
|
2022
Q2 | $27K | Hold |
500
| – | – | 0.02% | 194 |
|
2022
Q1 | $40K | Hold |
500
| – | – | 0.03% | 138 |
|
2021
Q4 | $40K | Sell |
500
-500
| -50% | -$40K | 0.03% | 138 |
|
2021
Q3 | $80K | Hold |
1,000
| – | – | 0.05% | 96 |
|
2021
Q2 | $78K | Hold |
1,000
| – | – | 0.05% | 94 |
|
2021
Q1 | $68K | Buy |
1,000
+500
| +100% | +$34K | 0.05% | 92 |
|
2020
Q4 | $35K | Buy |
+500
| New | +$35K | 0.02% | 133 |
|