Founders Financial Securities’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 | $1.96M | Buy |
17,886
+15,091
| +540% | +$1.65M | 0.15% | 129 |
|
|
2025
Q1 | $265K | Sell |
2,795
-19,996
| -88% | -$1.9M | 0.02% | 408 |
|
|
2024
Q4 | $2.28M | Buy |
22,791
+20,246
| +796% | +$2.03M | 0.21% | 95 |
|
|
2024
Q3 | $227K | Sell |
2,545
-250
| -9% | -$22.3K | 0.02% | 399 |
|
|
2024
Q2 | $243K | Sell |
2,795
-30
| -1% | -$2.61K | 0.02% | 380 |
|
|
2024
Q1 | $241K | Sell |
2,825
-5
| -0.2% | -$426 | 0.03% | 345 |
|
|
2023
Q4 | $230K | Buy |
+2,830
| New | +$230K | 0.03% | 335 |
|
|
2023
Q3 | – | Sell |
-4,485
| Closed | -$310K | – | 343 |
|
|
2023
Q2 | $310K | Sell |
4,485
-1,145
| -20% | -$79.2K | 0.04% | 258 |
|
|
2023
Q1 | $343K | Sell |
5,630
-1,070
| -16% | -$65.2K | 0.05% | 249 |
|
|
2022
Q4 | $343K | Sell |
6,700
-3,920
| -37% | -$201K | 0.05% | 240 |
|
|
2022
Q3 | $531K | Sell |
10,620
-3,735
| -26% | -$187K | 0.09% | 172 |
|
|
2022
Q2 | $774K | Sell |
14,355
-5,450
| -28% | -$294K | 0.15% | 122 |
|
|
2022
Q1 | $1.37M | Sell |
19,805
-1,325
| -6% | -$91.4K | 0.24% | 86 |
|
|
2021
Q4 | $1.68M | Buy |
21,130
+5
| +0% | +$398 | 0.3% | 74 |
|
|
2021
Q3 | $1.69M | Hold |
21,125
| – | – | 0.34% | 63 |
|
|
2021
Q2 | $1.65M | Sell |
21,125
-255
| -1% | -$19.9K | 0.33% | 67 |
|
|
2021
Q1 | $1.46M | Buy |
21,380
+615
| +3% | +$42K | 0.34% | 55 |
|
|
2020
Q4 | $1.47M | Buy |
20,765
+840
| +4% | +$59.5K | 0.35% | 53 |
|
|
2020
Q3 | $1.24M | Buy |
+19,925
| New | +$1.24M | 0.4% | 42 |
|
|
2016
Q3 | – | Sell |
-175,650
| Closed | -$3.7M | – | 88 |
|
|
2016
Q2 | $3.7M | Buy |
+175,650
| New | +$3.7M | 1.69% | 20 |
|
|
2014
Q3 | – | Sell |
-149,125
| Closed | -$2.57M | – | 79 |
|
|
2014
Q2 | $2.57M | Buy |
+149,125
| New | +$2.57M | 1.72% | 11 |
|