Axiom Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Axiom Investment 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
2020 Q4	–	Sell	-525	Closed	-$33K	–	143
2020 Q3	$33K	Sell	525 -500	-49%	-$30K	0.04%	122
2020 Q2	$57K	Sell	1,025 -500	-33%	-$25.1K	0.08%	107
2020 Q1	$64K	Buy	1,525 +750	+97%	+$35.5K	0.11%	99
2019 Q4	$36K	Buy	775 +250	+48%	+$11.1K	0.05%	122
2019 Q3	$22K	Sell	525 -1,475	-74%	-$64.5K	0.02%	195
2019 Q2	$87K	Buy	2,000 +500	+33%	+$21.4K	0.02%	393
2019 Q1	$63K	Buy	+1,500	New	+$59.2K	0.01%	394

Other funds holding IGV

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

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

MIFH

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Axiom Investment Management's IGV Position: Q4 2020 in Review

Axiom Investment Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2020, closing a stake of 525 shares — an estimated $33K sold.

Axiom Investment Management first reported a position in IGV in Q1 2019 and held it in 7 quarters. The position peaked at $87K in Q2 2019. 395 funds tracked by Wall St. Rank hold IGV as of Q4 2020.

Axiom Investment Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2020 after selling out during the quarter.
Axiom Investment Management sold 525 iShares Expanded Tech-Software Sector ETF shares in Q4 2020, an estimated $33K.
Axiom Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and held it in 7 quarters.
Axiom Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $87K in Q2 2019.
395 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2020.

Based on Axiom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.