Sage Mountain Advisors’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 | – | Sell |
-278
| Closed | -$24.7K | – | 526 |
|
|
2025
Q1 | $24.7K | Buy |
+278
| New | +$24.7K | ﹤0.01% | 448 |
|
|
2022
Q4 | – | Sell |
-1,050
| Closed | -$53K | – | 304 |
|
|
2022
Q3 | $53K | Hold |
1,050
| – | – | 0.01% | 290 |
|
|
2022
Q2 | $57K | Hold |
1,050
| – | – | 0.01% | 536 |
|
|
2022
Q1 | $72K | Hold |
1,050
| – | – | 0.01% | 544 |
|
|
2021
Q4 | $84K | Hold |
1,050
| – | – | 0.01% | 593 |
|
|
2021
Q3 | $84K | Hold |
1,050
| – | – | 0.01% | 497 |
|
|
2021
Q2 | $82K | Hold |
1,050
| – | – | 0.01% | 455 |
|
|
2021
Q1 | $72K | Buy |
+1,050
| New | +$72K | 0.02% | 388 |
|