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American Planning Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

American Planning 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
-4,265
Closed -$229K – 32
2022
Q2 		$229K Sell
4,265
-135
-3% -$7.93K 0.25% 29
2022
Q1 		$304K Sell
4,400
-47,215
-91% -$3.24M 0.32% 21
2021
Q4 		$4.11M Buy
+51,615
New +$4.31M 3.63% 9

Other funds holding IGV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

American Planning Services's IGV Position: Q3 2022 in Review

American Planning Services sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2022, closing a stake of 4,265 shares — an estimated $229K sold.

American Planning Services first reported a position in IGV in Q4 2021 and held it in 3 quarters. The position peaked at $4.11M in Q4 2021. 376 funds tracked by Wall St. Rank hold IGV as of Q3 2022.

  • American Planning Services reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2022 after selling out during the quarter.
  • American Planning Services sold 4,265 iShares Expanded Tech-Software Sector ETF shares in Q3 2022, an estimated $229K.
  • American Planning Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 3 quarters.
  • American Planning Services's iShares Expanded Tech-Software Sector ETF position peaked at $4.11M in Q4 2021.
  • 376 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2022.

Based on American Planning Services's 13F filing for Q3 2022, filed 9 Nov 2022.