AJ Wealth Strategies’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

AJ Wealth Strategies’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	$606K	Hold	8,755	–	–	0.03%	168
2023 Q1	$534K	Hold	8,755	–	–	0.03%	175
2022 Q4	$448K	Sell	8,755 -34,660	-80%	-$1.8M	0.02%	193
2022 Q3	$2.17M	Sell	43,415 -955	-2%	-$54.3K	0.13%	79
2022 Q2	$2.39M	Buy	+44,370	New	+$2.61M	0.13%	81

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

AJ Wealth Strategies's IGV Position: Q2 2023 in Review

AJ Wealth Strategies held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2023 at 8,755 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #168.

AJ Wealth Strategies first reported a position in IGV in Q2 2022 and has held it in 5 quarters since. The position peaked at $2.39M in Q2 2022. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

AJ Wealth Strategies held 8,755 shares of iShares Expanded Tech-Software Sector ETF worth $606K as of Q2 2023.
AJ Wealth Strategies left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2023.
iShares Expanded Tech-Software Sector ETF made up 0.03% of AJ Wealth Strategies's portfolio in Q2 2023, its #168 holding.
AJ Wealth Strategies first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and has held it in 5 quarters since.
AJ Wealth Strategies's iShares Expanded Tech-Software Sector ETF position peaked at $2.39M in Q2 2022.
412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.