Stratos Wealth Advisors’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 | $349K | Buy |
+3,189
| New | +$349K | 0.02% | 511 |
|
2025
Q1 | – | Sell |
-2,505
| Closed | -$251K | – | 706 |
|
2024
Q4 | $251K | Buy |
+2,505
| New | +$251K | 0.01% | 621 |
|
2024
Q1 | – | Sell |
-3,050
| Closed | -$247K | – | 700 |
|
2023
Q4 | $247K | Buy |
+3,050
| New | +$247K | 0.01% | 595 |
|
2023
Q3 | – | Sell |
-3,890
| Closed | -$269K | – | 691 |
|
2023
Q2 | $269K | Buy |
+3,890
| New | +$269K | 0.02% | 537 |
|
2021
Q4 | – | Sell |
-35,800
| Closed | -$2.86M | – | 557 |
|
2021
Q3 | $2.86M | Buy |
+35,800
| New | +$2.86M | 0.24% | 113 |
|