Financial Architects (New Jersey)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Financial Architects (New Jersey)’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
2019 Q2	–	Sell	-3,000	Closed	-$126K	–	1328
2019 Q1	$126K	Buy	+3,000	New	+$118K	0.02%	409
2017 Q4	–	Sell	-1,000	Closed	-$29K	–	1534
2017 Q3	$29K	Hold	1,000	–	–	0.01%	859
2017 Q2	$27K	Buy	+1,000	New	+$26.8K	﹤0.01%	872

Other funds holding IGV

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

Financial Architects (New Jersey)'s IGV Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2020, closing a stake of 1,935 shares — an estimated $110K sold.

Financial Architects (New Jersey) first reported a position in IGV in Q2 2017 and held it in 5 quarters. The position peaked at $110K in Q2 2020. 350 funds tracked by Wall St. Rank hold IGV as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 1,935 iShares Expanded Tech-Software Sector ETF shares in Q3 2020, an estimated $110K.
Financial Architects (New Jersey) first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2017 and held it in 5 quarters.
Financial Architects (New Jersey)'s iShares Expanded Tech-Software Sector ETF position peaked at $110K in Q2 2020.
350 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.