Sowell Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.21M	Sell	27,654 -2,317	-8%	-$205K	0.08%	264
2025 Q4	$3.17M	Sell	29,971 -145	-0.5%	-$15.9K	0.12%	179
2025 Q3	$3.46M	Sell	30,116 -2,114	-7%	-$234K	0.13%	163
2025 Q2	$3.53M	Buy	32,230 +275	+0.9%	+$27.2K	0.14%	149
2025 Q1	$2.84M	Buy	31,955 +9,393	+42%	+$928K	0.13%	162
2024 Q4	$2.26M	Buy	22,562 +250	+1%	+$24.8K	0.12%	193
2024 Q3	$1.99M	Sell	22,312 -2,150	-9%	-$184K	0.09%	237
2024 Q2	$2.13M	Sell	24,462 -430	-2%	-$35.3K	0.1%	206
2024 Q1	$2.12M	Buy	+24,892	New	+$2.1M	0.1%	222
2023 Q2	–	Sell	-21,405	Closed	-$1.3M	–	674
2023 Q1	$1.3M	Buy	+21,405	New	+$1.2M	0.1%	243
2021 Q2	–	Sell	-27,945	Closed	-$1.92M	–	1553
2021 Q1	$1.92M	Buy	27,945 +210	+0.8%	+$14.9K	0.07%	256
2020 Q4	$1.96M	Buy	27,735 +9,500	+52%	+$629K	0.08%	207
2020 Q3	$1.14M	Sell	18,235 -5,435	-23%	-$326K	0.06%	270
2020 Q2	$1.35M	Buy	23,670 +6,005	+34%	+$301K	0.07%	224
2020 Q1	$743K	Sell	17,665 -90	-0.5%	-$4.26K	0.06%	304
2019 Q4	$828K	Sell	17,755 -22,060	-55%	-$978K	0.06%	313
2019 Q3	$1.69M	Buy	+39,815	New	+$1.74M	0.14%	156
2019 Q1	$1.6M	Buy	38,010 +18,250	+92%	+$720K	0.18%	128
2018 Q4	$686K	Buy	+19,760	New	+$717K	0.1%	216