Sandbox Financial Partners’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 | $480K | Sell |
4,384
-446
| -9% | -$48.8K | 0.15% | 70 |
|
|
2025
Q1 | $430K | Sell |
4,830
-2
| -0% | -$178 | 0.15% | 68 |
|
|
2024
Q4 | $484K | Buy |
4,832
+159
| +3% | +$15.9K | 0.16% | 66 |
|
|
2024
Q3 | $418K | Sell |
4,673
-36
| -0.8% | -$3.22K | 0.15% | 69 |
|
|
2024
Q2 | $409K | Sell |
4,709
-199
| -4% | -$17.3K | 0.16% | 69 |
|
|
2024
Q1 | $419K | Buy |
4,908
+553
| +13% | +$47.2K | 0.18% | 67 |
|
|
2023
Q4 | $353K | Buy |
4,355
+10
| +0.2% | +$811 | 0.17% | 64 |
|
|
2023
Q3 | $296K | Buy |
4,345
+35
| +0.8% | +$2.39K | 0.16% | 71 |
|
|
2023
Q2 | $298K | Hold |
4,310
| – | – | 0.16% | 74 |
|
|
2023
Q1 | $263K | Sell |
4,310
-55
| -1% | -$3.35K | 0.16% | 71 |
|
|
2022
Q4 | $223K | Sell |
4,365
-4,580
| -51% | -$234K | 0.15% | 72 |
|
|
2022
Q3 | $448K | Sell |
8,945
-2,295
| -20% | -$115K | 0.33% | 42 |
|
|
2022
Q2 | $606K | Sell |
11,240
-3,425
| -23% | -$185K | 0.43% | 35 |
|
|
2022
Q1 | $1.01M | Sell |
14,665
-1,610
| -10% | -$111K | 0.58% | 25 |
|
|
2021
Q4 | $1.29M | Buy |
16,275
+345
| +2% | +$27.4K | 0.81% | 22 |
|
|
2021
Q3 | $1.27M | Sell |
15,930
-2,385
| -13% | -$190K | 0.91% | 24 |
|
|
2021
Q2 | $1.43M | Sell |
18,315
-95
| -0.5% | -$7.41K | 1.06% | 17 |
|
|
2021
Q1 | $1.31M | Sell |
18,410
-20
| -0.1% | -$1.42K | 1.07% | 18 |
|
|
2020
Q4 | $1.31M | Buy |
+18,430
| New | +$1.31M | 1.19% | 17 |
|