This article first appeared on GuruFocus. iShares Expanded Tech-Software Sector ETF (IGV) cut every one of its 106 positions on Thursday, with no buys and no additions. The fund's ETF activity totaled $286.1 million in sales, all of it net selling, against $13.46 billion in assets. Positions decreased numbered 106, while positions increased came to zero. What did IGV sell on Thursday? Is IGV fairly valued? Test your thesis with our free DCF calculator. Its largest sells by dollar value were PLTR ($26.6 million), PANW ($26.1 million) and MSFT ($24.8 million). Stock Shares changed Value Position PALANTIR TECHNOLOGIES CLASS A (PLTR) -135,521 -$26.6M 9.30% of fund PALO ALTO NETWORKS (PANW) -68,582 -$26.1M 9.12% of fund MICROSOFT (MSFT) -46,746 -$24.8M 8.
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