Forza Wealth Management’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
2023
Q4
Sell
-15,425
Closed -$1.05M 177
2023
Q3
$1.05M Hold
15,425
0.54% 60
2023
Q2
$1.07M Sell
15,425
-565
-4% -$39.1K 0.54% 59
2023
Q1
$974K Buy
+15,990
New +$974K 0.5% 68