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Norris Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Norris Financial Group’s Portfolio IGV Stock Details IGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30,493
Closed -$2.71M – 88
2025
Q1 		$2.71M Buy
30,493
+4,326
+17% +$427K 1.27% 19
2024
Q4 		$2.62M Buy
+26,167
New +$2.59M 1.23% 23
2024
Q3 		– Sell
-8,624
Closed -$749K – 81
2024
Q2 		$749K Sell
8,624
-63,770
-88% -$5.24M 0.39% 48
2024
Q1 		$6.17M Buy
72,394
+754
+1% +$63.6K 3.39% 5
2023
Q4 		$5.81M Buy
71,640
+15,170
+27% +$1.12M 3.53% 6
2023
Q3 		$3.85M Sell
56,470
-6,540
-10% -$459K 2.67% 9
2023
Q2 		$4.36M Buy
+63,010
New +$3.96M 3.02% 9

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