Pinnacle Family 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 | $528K | Buy |
4,825
+276
| +6% | +$30.2K | 0.26% | 68 |
|
|
2025
Q1 | $405K | Buy |
+4,549
| New | +$405K | 0.22% | 83 |
|
|
2024
Q1 | – | Sell |
-5,075
| Closed | -$412K | – | 104 |
|
|
2023
Q4 | $412K | Buy |
5,075
+1,225
| +32% | +$99.4K | 0.24% | 64 |
|
|
2023
Q3 | $263K | Sell |
3,850
-4,950
| -56% | -$338K | 0.15% | 73 |
|
|
2023
Q2 | $609K | Buy |
+8,800
| New | +$609K | 0.33% | 52 |
|