Valley Financial Management’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
2023
Q2
$2.88M Sell
41,670
-895
-2% -$61.9K 1.49% 22
2023
Q1
$2.59M Buy
42,565
+1,285
+3% +$78.3K 1.6% 23
2022
Q4
$2.11M Sell
41,280
-71,390
-63% -$3.65M 1.18% 21
2022
Q3
$5.64M Buy
+112,670
New +$5.64M 3.38% 10