Peak 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 | $3.47M | Buy |
31,722
+1,064
| +3% | +$117K | 1.78% | 12 |
|
|
2025
Q1 | $2.73M | Buy |
+30,658
| New | +$2.73M | 1.39% | 30 |
|
|
2023
Q1 | – | Sell |
-27,210
| Closed | -$1.39M | – | 67 |
|
|
2022
Q4 | $1.39M | Buy |
27,210
+1,145
| +4% | +$58.6K | 1.27% | 28 |
|
|
2022
Q3 | $1.3M | Buy |
26,065
+2,245
| +9% | +$112K | 1.6% | 28 |
|
|
2022
Q2 | $1.28M | Buy |
+23,820
| New | +$1.28M | 1.27% | 29 |
|