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

Advocacy Wealth Management Services’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
2022 Q3	–	Sell	-245	Closed	-$13K	–	138
2022 Q2	$13K	Sell	245 -85	-26%	-$5K	﹤0.01%	93
2022 Q1	$23K	Sell	330 -1,185	-78%	-$81.4K	﹤0.01%	84
2021 Q4	$120K	Sell	1,515 -450	-23%	-$37.6K	0.02%	38
2021 Q3	$157K	Sell	1,965 -630	-24%	-$51.4K	0.03%	34
2021 Q2	$202K	Sell	2,595 -96,425	-97%	-$6.99M	0.04%	33
2021 Q1	$6.91M	Sell	99,020 -124,535	-56%	-$8.83M	1.38%	12
2020 Q4	$15.8M	Sell	223,555 -4,975	-2%	-$330K	2.37%	9
2020 Q3	$14.5M	Buy	228,530 +141,070	+161%	+$8.47M	2.33%	8
2020 Q2	$4.97M	Buy	+87,460	New	+$4.39M	1.01%	15

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MIFH

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

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Advocacy Wealth Management Services's IGV Position: Q3 2022 in Review

Advocacy Wealth Management Services sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2022, closing a stake of 245 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in IGV in Q2 2020 and held it in 9 quarters. The position peaked at $15.8M in Q4 2020. 376 funds tracked by Wall St. Rank hold IGV as of Q3 2022.

Advocacy Wealth Management Services reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2022 after selling out during the quarter.
Advocacy Wealth Management Services sold 245 iShares Expanded Tech-Software Sector ETF shares in Q3 2022, an estimated $13K.
Advocacy Wealth Management Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 9 quarters.
Advocacy Wealth Management Services's iShares Expanded Tech-Software Sector ETF position peaked at $15.8M in Q4 2020.
376 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2022, filed 6 Oct 2022.