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