Cedar Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cedar Wealth 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
2022 Q4	–	Sell	-4,210	Closed	-$211K	–	321
2022 Q3	$211K	Hold	4,210	–	–	0.1%	99
2022 Q2	$227K	Sell	4,210 -180	-4%	-$10.6K	0.1%	102
2022 Q1	$303K	Hold	4,390	–	–	0.12%	96
2021 Q4	$349K	Hold	4,390	–	–	0.14%	99
2021 Q3	$351K	Hold	4,390	–	–	0.16%	86
2021 Q2	$343K	Hold	4,390	–	–	0.15%	84
2021 Q1	$300K	Hold	4,390	–	–	0.15%	87
2020 Q4	$311K	Hold	4,390	–	–	0.17%	80
2020 Q3	$273K	Hold	4,390	–	–	0.17%	80
2020 Q2	$250K	Hold	4,390	–	–	0.17%	76
2020 Q1	$185K	Buy	+4,390	New	+$208K	0.12%	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

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

Cedar Wealth Management's IGV Position: Q4 2022 in Review

Cedar Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022, closing a stake of 4,210 shares — an estimated $211K sold.

Cedar Wealth Management first reported a position in IGV in Q1 2020 and held it in 11 quarters. The position peaked at $351K in Q3 2021. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

Cedar Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2022 after selling out during the quarter.
Cedar Wealth Management sold 4,210 iShares Expanded Tech-Software Sector ETF shares in Q4 2022, an estimated $211K.
Cedar Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and held it in 11 quarters.
Cedar Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $351K in Q3 2021.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Cedar Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.