Crescent Grove Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Crescent Grove 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	-18,250	Closed	-$1.46M	–	296
2021 Q3	$1.46M	Hold	18,250	–	–	0.15%	78
2021 Q2	$1.42M	Hold	18,250	–	–	0.15%	79
2021 Q1	$1.25M	Hold	18,250	–	–	0.15%	77
2020 Q4	$1.29M	Hold	18,250	–	–	0.17%	64
2020 Q3	$1.14M	Hold	18,250	–	–	0.23%	57
2020 Q2	$1.04M	Buy	+18,250	New	+$915K	0.22%	59

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

Crescent Grove Advisors's IGV Position: Q4 2021 in Review

Crescent Grove Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2021, closing a stake of 18,250 shares — an estimated $1.46M sold.

Crescent Grove Advisors first reported a position in IGV in Q2 2020 and held it in 6 quarters. The position peaked at $1.46M in Q3 2021. 415 funds tracked by Wall St. Rank hold IGV as of Q4 2021.

Crescent Grove Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2021 after selling out during the quarter.
Crescent Grove Advisors sold 18,250 iShares Expanded Tech-Software Sector ETF shares in Q4 2021, an estimated $1.46M.
Crescent Grove Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 6 quarters.
Crescent Grove Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.46M in Q3 2021.
415 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2021.

Based on Crescent Grove Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.