SeaCrest Wealth Management’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 | $454K | Buy |
4,145
+1,272
| +44% | +$139K | 0.05% | 344 |
|
|
2025
Q1 | $256K | Buy |
2,873
+340
| +13% | +$30.3K | 0.03% | 544 |
|
|
2024
Q4 | $254K | Buy |
+2,533
| New | +$254K | 0.03% | 542 |
|
|
2023
Q4 | – | Sell |
-2,995
| Closed | -$205K | – | 639 |
|
|
2023
Q3 | $205K | Buy |
+2,995
| New | +$205K | 0.03% | 564 |
|
|
2022
Q4 | – | Sell |
-4,010
| Closed | -$201K | – | 653 |
|
|
2022
Q3 | $201K | Buy |
4,010
+140
| +4% | +$7.02K | 0.03% | 550 |
|
|
2022
Q2 | $209K | Buy |
+3,870
| New | +$209K | 0.03% | 588 |
|
|
2022
Q1 | – | Sell |
-2,640
| Closed | -$210K | – | 735 |
|
|
2021
Q4 | $210K | Buy |
+2,640
| New | +$210K | 0.02% | 635 |
|
|
2019
Q2 | – | Sell |
-1,210
| Closed | -$51K | – | 1136 |
|
|
2019
Q1 | $51K | Buy |
1,210
+50
| +4% | +$2.11K | 0.01% | 930 |
|
|
2018
Q4 | $40K | Hold |
1,160
| – | – | 0.01% | 976 |
|
|
2018
Q3 | $48K | Buy |
+1,160
| New | +$48K | 0.01% | 1009 |
|