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

Dopkins 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	-10,850	Closed	-$543K	–	44
2022 Q3	$543K	Hold	10,850	–	–	0.61%	19
2022 Q2	$585K	Buy	10,850 +1,000	+10%	+$58.8K	0.63%	17
2022 Q1	$680K	Hold	9,850	–	–	0.74%	16
2021 Q4	$783K	Buy	+9,850	New	+$823K	0.77%	14

Other funds holding IGV

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

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

Dopkins Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022, closing a stake of 10,850 shares — an estimated $543K sold.

Dopkins Wealth Management first reported a position in IGV in Q4 2021 and held it in 4 quarters. The position peaked at $783K in Q4 2021. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

Dopkins Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2022 after selling out during the quarter.
Dopkins Wealth Management sold 10,850 iShares Expanded Tech-Software Sector ETF shares in Q4 2022, an estimated $543K.
Dopkins Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 4 quarters.
Dopkins Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $783K in Q4 2021.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Dopkins Wealth Management's 13F filing for Q4 2022, filed 7 Feb 2023.