Valley Wealth Managers’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
2026 Q1	$2.77M	Buy	34,556 +753	+2%	+$66.7K	0.18%	109
2025 Q4	$3.57M	Buy	33,803 +182	+0.5%	+$20K	0.23%	97
2025 Q3	$3.87M	Sell	33,621 -9,619	-22%	-$1.06M	0.26%	93
2025 Q2	$4.73M	Buy	43,240 +1,706	+4%	+$169K	0.34%	61
2025 Q1	$3.7M	Sell	41,534 -7,060	-15%	-$697K	0.28%	86
2024 Q4	$4.87M	Buy	48,594 +7,811	+19%	+$774K	0.36%	54
2024 Q3	$3.64M	Buy	40,783 +465	+1%	+$39.9K	0.27%	93
2024 Q2	$3.5M	Sell	40,318 -2,241	-5%	-$184K	0.28%	89
2024 Q1	$3.63M	Buy	42,559 +629	+2%	+$53.1K	0.27%	95
2023 Q4	$3.4M	Sell	41,930 -2,225	-5%	-$165K	0.27%	95
2023 Q3	$3.01M	Buy	+44,155	New	+$3.1M	0.25%	103