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

Elmwood 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 Q1	–	Sell	-500	Closed	-$40K	–	202
2021 Q4	$40K	Buy	+500	New	+$41.8K	0.02%	198
2021 Q2	$39K	Hold	500	–	–	0.02%	180
2021 Q1	$34K	Buy	+500	New	+$35.4K	0.02%	181
2020 Q3	$28K	Hold	500	–	–	0.02%	148
2020 Q2	$28K	Sell	500 -375	-43%	-$18.8K	0.02%	148
2020 Q1	$29.7K	Buy	+875	New	+$41.4K	0.03%	144
2019 Q4	–	Sell	-500	Closed	-$21K	–	161
2019 Q3	$21K	Sell	500 -125	-20%	-$5.47K	0.02%	142
2019 Q2	$27K	Sell	625 -470	-43%	-$20.1K	0.02%	143
2019 Q1	$46K	Hold	1,095	–	–	0.04%	126
2018 Q4	$38K	Buy	1,095 +220	+25%	+$7.98K	0.04%	136
2018 Q3	$35.9K	Hold	875	–	–	0.03%	149
2018 Q2	$32K	Hold	875	–	–	0.03%	144
2018 Q1	$29.7K	Buy	+875	New	+$29.6K	0.03%	144

Other funds holding IGV

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Elmwood Wealth Management's IGV Position: Q1 2022 in Review

Elmwood Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2022, closing a stake of 500 shares — an estimated $40K sold.

Elmwood Wealth Management first reported a position in IGV in Q1 2018 and held it in 13 quarters. The position peaked at $46K in Q1 2019. 397 funds tracked by Wall St. Rank hold IGV as of Q1 2022.

Elmwood Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 500 iShares Expanded Tech-Software Sector ETF shares in Q1 2022, an estimated $40K.
Elmwood Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $46K in Q1 2019.
397 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.