Heritage Financial Services’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
2022 Q2	–	Sell	-4,915	Closed	-$339K	–	525
2022 Q1	$339K	Hold	4,915	–	–	0.22%	52
2021 Q4	$390K	Buy	+4,915	New	+$390K	0.31%	43