United Capital Financial 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 | $688K | Buy |
6,283
+527
| +9% | +$57.7K | 0.01% | 692 |
|
|
2025
Q1 | $512K | Sell |
5,756
-268
| -4% | -$23.8K | ﹤0.01% | 734 |
|
|
2024
Q4 | $603K | Buy |
6,024
+696
| +13% | +$69.7K | 0.01% | 678 |
|
|
2024
Q3 | $476K | Sell |
5,328
-2
| -0% | -$179 | ﹤0.01% | 740 |
|
|
2024
Q2 | $463K | Sell |
5,330
-4,334
| -45% | -$377K | ﹤0.01% | 720 |
|
|
2024
Q1 | $824K | Sell |
9,664
-3,676
| -28% | -$313K | 0.01% | 606 |
|
|
2023
Q4 | $1.08M | Sell |
13,340
-20,170
| -60% | -$1.64M | 0.01% | 543 |
|
|
2023
Q3 | $2.29M | Sell |
33,510
-1,110
| -3% | -$75.8K | 0.02% | 407 |
|
|
2023
Q2 | $2.4M | Sell |
34,620
-2,040
| -6% | -$141K | 0.01% | 416 |
|
|
2023
Q1 | $2.23M | Sell |
36,660
-2,315
| -6% | -$141K | 0.01% | 431 |
|
|
2022
Q4 | $1.99M | Sell |
38,975
-11,305
| -22% | -$578K | 0.01% | 480 |
|
|
2022
Q3 | $2.52M | Buy |
50,280
+1,230
| +3% | +$61.5K | 0.01% | 433 |
|
|
2022
Q2 | $2.65M | Buy |
49,050
+26,450
| +117% | +$1.43M | 0.01% | 440 |
|
|
2022
Q1 | $1.56M | Sell |
22,600
-3,380
| -13% | -$233K | 0.01% | 567 |
|
|
2021
Q4 | $2.07M | Sell |
25,980
-675
| -3% | -$53.7K | 0.01% | 533 |
|
|
2021
Q3 | $2.13M | Buy |
26,655
+815
| +3% | +$65.1K | 0.01% | 512 |
|
|
2021
Q2 | $2.02M | Buy |
25,840
+2,680
| +12% | +$209K | 0.01% | 535 |
|
|
2021
Q1 | $1.58M | Sell |
23,160
-1,970
| -8% | -$134K | 0.01% | 553 |
|
|
2020
Q4 | $1.78M | Sell |
25,130
-2,075
| -8% | -$147K | 0.01% | 532 |
|
|
2020
Q3 | $1.69M | Sell |
27,205
-1,385
| -5% | -$86.2K | 0.01% | 538 |
|
|
2020
Q2 | $1.63M | Sell |
28,590
-2,915
| -9% | -$166K | 0.01% | 556 |
|
|
2020
Q1 | $1.33M | Sell |
31,505
-19,170
| -38% | -$806K | 0.01% | 568 |
|
|
2019
Q4 | $2.36M | Buy |
50,675
+7,370
| +17% | +$344K | 0.02% | 568 |
|
|
2019
Q3 | $1.84M | Sell |
43,305
-10,035
| -19% | -$425K | 0.01% | 599 |
|
|
2019
Q2 | $2.33M | Sell |
53,340
-3,590
| -6% | -$157K | 0.02% | 574 |
|
|
2019
Q1 | $2.4M | Sell |
56,930
-13,610
| -19% | -$574K | 0.02% | 547 |
|
|
2018
Q4 | $2.45M | Sell |
70,540
-258,490
| -79% | -$8.97M | 0.02% | 514 |
|
|
2018
Q3 | $13.5M | Sell |
329,030
-67,410
| -17% | -$2.76M | 0.09% | 238 |
|
|
2018
Q2 | $14.5M | Buy |
396,440
+35,265
| +10% | +$1.29M | 0.11% | 206 |
|
|
2018
Q1 | $12.3M | Sell |
361,175
-35,545
| -9% | -$1.21M | 0.09% | 247 |
|
|
2017
Q4 | $12.3M | Buy |
396,720
+11,630
| +3% | +$360K | 0.1% | 257 |
|
|
2017
Q3 | $11.3M | Buy |
385,090
+308,585
| +403% | +$9.03M | 0.1% | 253 |
|
|
2017
Q2 | $2.09M | Sell |
76,505
-7,580
| -9% | -$207K | 0.02% | 558 |
|
|
2017
Q1 | $2.13M | Sell |
84,085
-3,160
| -4% | -$79.9K | 0.02% | 554 |
|
|
2016
Q4 | $1.9M | Sell |
87,245
-11,315
| -11% | -$246K | 0.02% | 577 |
|
|
2016
Q3 | $2.24M | Buy |
98,560
+6,100
| +7% | +$139K | 0.02% | 555 |
|
|
2016
Q2 | $1.94M | Buy |
92,460
+7,300
| +9% | +$153K | 0.02% | 559 |
|
|
2016
Q1 | $1.72M | Buy |
85,160
+10,275
| +14% | +$207K | 0.02% | 569 |
|
|
2015
Q4 | $1.56M | Buy |
74,885
+10,895
| +17% | +$226K | 0.02% | 592 |
|
|
2015
Q3 | $1.21M | Buy |
63,990
+10,965
| +21% | +$208K | 0.01% | 642 |
|
|
2015
Q2 | $1.06M | Buy |
53,025
+7,365
| +16% | +$147K | 0.01% | 717 |
|
|
2015
Q1 | $911K | Buy |
45,660
+29,575
| +184% | +$590K | 0.01% | 744 |
|
|
2014
Q4 | $299K | Buy |
+16,085
| New | +$299K | ﹤0.01% | 967 |
|