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Engrave Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Engrave Wealth Partners’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
-3,855
Closed -$307K – 63
2021
Q4 		$307K Hold
3,855
– – 0.09% 56
2021
Q3 		$308K Hold
3,855
– – 0.09% 55
2021
Q2 		$301K Buy
+3,855
New +$279K 0.09% 62

Other funds holding IGV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Engrave Wealth Partners's IGV Position: Q1 2022 in Review

Engrave Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2022, closing a stake of 3,855 shares — an estimated $307K sold.

Engrave Wealth Partners first reported a position in IGV in Q2 2021 and held it in 3 quarters. The position peaked at $308K in Q3 2021. 397 funds tracked by Wall St. Rank hold IGV as of Q1 2022.

  • Engrave Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Engrave Wealth Partners sold 3,855 iShares Expanded Tech-Software Sector ETF shares in Q1 2022, an estimated $307K.
  • Engrave Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and held it in 3 quarters.
  • Engrave Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $308K in Q3 2021.
  • 397 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2022.

Based on Engrave Wealth Partners's 13F filing for Q1 2022, filed 19 Apr 2022.