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

Carolina 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
2022 Q4	–	Sell	-490	Closed	-$25K	–	247
2022 Q3	$25K	Hold	490	–	–	0.02%	119
2022 Q2	$26K	Hold	490	–	–	0.02%	137
2022 Q1	$34K	Hold	490	–	–	0.02%	137
2021 Q4	$39K	Hold	490	–	–	0.02%	141
2021 Q3	$39K	Hold	490	–	–	0.03%	138
2021 Q2	$38K	Hold	490	–	–	0.03%	139
2021 Q1	$33K	Hold	490	–	–	0.02%	149
2020 Q4	$35K	Buy	+490	New	+$32.5K	0.03%	89

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

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

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

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

MIFH

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

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

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Carolina Wealth Advisors's IGV Position: Q4 2022 in Review

Carolina Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022, closing a stake of 490 shares — an estimated $25K sold.

Carolina Wealth Advisors first reported a position in IGV in Q4 2020 and held it in 8 quarters. The position peaked at $39K in Q4 2021. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

Carolina Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2022 after selling out during the quarter.
Carolina Wealth Advisors sold 490 iShares Expanded Tech-Software Sector ETF shares in Q4 2022, an estimated $25K.
Carolina Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 8 quarters.
Carolina Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $39K in Q4 2021.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Carolina Wealth Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.