Sowell Financial Services’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
$3.53M Buy
32,230
+275
+0.9% +$30.1K 0.14% 149
2025
Q1
$2.84M Buy
31,955
+9,393
+42% +$836K 0.13% 162
2024
Q4
$2.26M Buy
22,562
+250
+1% +$25K 0.12% 193
2024
Q3
$1.99M Sell
22,312
-2,150
-9% -$192K 0.09% 237
2024
Q2
$2.13M Sell
24,462
-430
-2% -$37.4K 0.1% 206
2024
Q1
$2.12M Buy
+24,892
New +$2.12M 0.1% 222
2023
Q2
Sell
-21,405
Closed -$1.3M 674
2023
Q1
$1.3M Buy
+21,405
New +$1.3M 0.1% 243
2021
Q2
Sell
-27,945
Closed -$1.92M 1553
2021
Q1
$1.92M Buy
27,945
+210
+0.8% +$14.4K 0.07% 256
2020
Q4
$1.96M Buy
27,735
+9,500
+52% +$673K 0.08% 207
2020
Q3
$1.14M Sell
18,235
-5,435
-23% -$338K 0.06% 270
2020
Q2
$1.35M Buy
23,670
+6,005
+34% +$341K 0.07% 224
2020
Q1
$743K Sell
17,665
-90
-0.5% -$3.79K 0.06% 304
2019
Q4
$828K Sell
17,755
-22,060
-55% -$1.03M 0.06% 313
2019
Q3
$1.69M Buy
+39,815
New +$1.69M 0.14% 156
2019
Q1
$1.6M Buy
38,010
+18,250
+92% +$770K 0.18% 128
2018
Q4
$686K Buy
+19,760
New +$686K 0.1% 216