Atlas Private Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-75	Closed	-$6K	–	408
2021 Q3	$6K	Hold	75	–	–	﹤0.01%	533
2021 Q2	$6K	Hold	75	–	–	﹤0.01%	547
2021 Q1	$5K	Sell	75 -30	-29%	-$2.13K	﹤0.01%	612
2020 Q4	$7K	Hold	105	–	–	﹤0.01%	469
2020 Q3	$7K	Hold	105	–	–	0.01%	434
2020 Q2	$6K	Buy	+105	New	+$5.26K	0.01%	480

Other funds holding IGV

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

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

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

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

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

MIFH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlas Private Wealth Advisors's IGV Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2021, closing a stake of 75 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in IGV in Q2 2020 and held it in 6 quarters. The position peaked at $7K in Q4 2020. 415 funds tracked by Wall St. Rank hold IGV as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 75 iShares Expanded Tech-Software Sector ETF shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $7K in Q4 2020.
415 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.