Accel Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Accel Wealth Management’s Portfolio IGV Stock Details IGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-150	Closed	-$9.14K	–	500
2023 Q1	$9.14K	Hold	150	–	–	﹤0.01%	919
2022 Q4	$7.68K	Hold	150	–	–	﹤0.01%	761
2022 Q3	$8K	Hold	150	–	–	﹤0.01%	782
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	742
2022 Q1	$10K	Hold	150	–	–	0.01%	705
2021 Q4	$12K	Hold	150	–	–	0.01%	677
2021 Q3	$12K	Hold	150	–	–	0.01%	602
2021 Q2	$12K	Hold	150	–	–	0.01%	657
2021 Q1	$10K	Hold	150	–	–	0.01%	654
2020 Q4	$11K	Buy	+150	New	+$9.94K	0.01%	598

Other funds holding IGV

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Accel Wealth Management's IGV Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2023, closing a stake of 150 shares — an estimated $9.14K sold.

Accel Wealth Management first reported a position in IGV in Q4 2020 and held it in 10 quarters. The position peaked at $12K in Q4 2021. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

Accel Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 150 iShares Expanded Tech-Software Sector ETF shares in Q2 2023, an estimated $9.14K.
Accel Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $12K in Q4 2021.
412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.