Valeo Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $750K | Hold |
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|
2025
Q1 | $610K | Sell |
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|
2024
Q4 | $699K | Buy |
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|
2024
Q3 | $612K | Sell |
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|
2024
Q2 | $597K | Hold |
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|
2024
Q1 | $556K | Buy |
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|
2023
Q4 | $508K | Hold |
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|
2023
Q3 | $427K | Buy |
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|
2023
Q2 | $291K | Hold |
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|
2023
Q1 | $257K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $16K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $191K | Hold |
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|
2018
Q3 | $201K | Hold |
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|
2018
Q2 | $211K | Buy |
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