Strategic Wealth Partners’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 | $11.1M | Buy |
+101,165
| New | +$11.1M | 0.87% | 32 |
|
2024
Q4 | $10.7M | Buy |
+100,040
| New | +$10.7M | 0.88% | 32 |
|
2019
Q4 | – | Sell |
-1,185
| Closed | -$49 | – | 300 |
|
2019
Q3 | $49 | Hold |
1,185
| – | – | ﹤0.01% | 299 |
|
2019
Q2 | $51K | Hold |
1,185
| – | – | 0.02% | 229 |
|
2019
Q1 | $51K | Hold |
1,185
| – | – | 0.02% | 238 |
|
2018
Q4 | $43K | Hold |
1,185
| – | – | 0.02% | 245 |
|
2018
Q3 | $49K | Hold |
1,185
| – | – | 0.03% | 233 |
|
2018
Q2 | $43K | Hold |
1,185
| – | – | 0.02% | 266 |
|
2018
Q1 | $40K | Hold |
1,185
| – | – | 0.02% | 262 |
|
2017
Q4 | $37K | Buy |
+1,185
| New | +$37K | 0.02% | 243 |
|