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

Danda Trouve 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
2021
Q4 		– Sell
-685
Closed -$55K – 148
2021
Q3 		$55K Buy
+685
New +$55.9K 0.07% 64
2020
Q1 		– Sell
-50
Closed -$2K – 158
2019
Q4 		$2K Buy
+50
New +$2.22K ﹤0.01% 152

Other funds holding IGV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Danda Trouve Investment Management's IGV Position: Q4 2021 in Review

Danda Trouve Investment Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2021, closing a stake of 685 shares — an estimated $55K sold.

Danda Trouve Investment Management first reported a position in IGV in Q4 2019 and held it in 2 quarters. The position peaked at $55K in Q3 2021. 415 funds tracked by Wall St. Rank hold IGV as of Q4 2021.

  • Danda Trouve Investment Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2021 after selling out during the quarter.
  • Danda Trouve Investment Management sold 685 iShares Expanded Tech-Software Sector ETF shares in Q4 2021, an estimated $55K.
  • Danda Trouve Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 2 quarters.
  • Danda Trouve Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $55K in Q3 2021.
  • 415 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2021.

Based on Danda Trouve Investment Management's 13F filing for Q4 2021, filed 1 Feb 2022.