Valley Wealth Managers’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 | $4.73M | Buy |
43,240
+1,706
| +4% | +$187K | 0.34% | 61 |
|
|
2025
Q1 | $3.7M | Sell |
41,534
-7,060
| -15% | -$628K | 0.28% | 86 |
|
|
2024
Q4 | $4.87M | Buy |
48,594
+7,811
| +19% | +$782K | 0.36% | 54 |
|
|
2024
Q3 | $3.64M | Buy |
40,783
+465
| +1% | +$41.6K | 0.27% | 93 |
|
|
2024
Q2 | $3.5M | Sell |
40,318
-2,241
| -5% | -$195K | 0.28% | 89 |
|
|
2024
Q1 | $3.63M | Buy |
42,559
+629
| +2% | +$53.6K | 0.27% | 95 |
|
|
2023
Q4 | $3.4M | Sell |
41,930
-2,225
| -5% | -$181K | 0.27% | 95 |
|
|
2023
Q3 | $3.01M | Buy |
+44,155
| New | +$3.01M | 0.25% | 103 |
|