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 |
|