Certified Advisory Corp’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-735	Closed	-$50K	–	455
2021 Q1	$50K	Buy	+735	New	+$52.1K	0.01%	347
2020 Q2	$27K	Hold	485	–	–	0.01%	391
2020 Q1	$20K	Buy	485 +5	+1%	+$236	0.01%	413
2019 Q4	$22K	Hold	480	–	–	0.01%	466
2019 Q3	$20K	Hold	480	–	–	0.01%	486
2019 Q2	$21K	Buy	+480	New	+$20.6K	0.01%	478

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

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

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

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

Certified Advisory Corp's IGV Position: Q2 2021 in Review

Certified Advisory Corp sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2021, closing a stake of 735 shares — an estimated $50K sold.

Certified Advisory Corp first reported a position in IGV in Q2 2019 and held it in 6 quarters. The position peaked at $50K in Q1 2021. 373 funds tracked by Wall St. Rank hold IGV as of Q2 2021.

Certified Advisory Corp reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 735 iShares Expanded Tech-Software Sector ETF shares in Q2 2021, an estimated $50K.
Certified Advisory Corp first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's iShares Expanded Tech-Software Sector ETF position peaked at $50K in Q1 2021.
373 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.