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Octavia Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Octavia Wealth Advisors’s Portfolio IGV Stock Details IGV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-746
Closed -$255K – 171
2021
Q1 		$255K Sell
746
-10,945
-94% -$3.74M 0.08% 147
2020
Q4 		$4.14M Buy
+11,691
New +$4.14M 1.34% 14