SFA
Source Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,874
| Closed | -$1.34M | – | 117 |
|
|
2022
Q1 | $1.34M | Sell |
3,874
-216
| -5% | -$74.5K | 0.39% | 42 |
|
|
2021
Q4 | $1.63M | Sell |
4,090
-12
| -0.3% | -$4.77K | 0.44% | 40 |
|
|
2021
Q3 | $1.64M | Sell |
4,102
-55
| -1% | -$21.9K | 0.42% | 40 |
|
|
2021
Q2 | $1.62M | Buy |
4,157
+191
| +5% | +$74.5K | 0.42% | 39 |
|
|
2021
Q1 | $1.35M | Sell |
3,966
-173
| -4% | -$59.1K | 0.36% | 42 |
|
|
2020
Q4 | $1.47M | Buy |
+4,139
| New | +$1.47M | 0.4% | 39 |
|