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Financial Consulate’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Financial Consulate’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
2020
Q4 		– Sell
-3,920
Closed -$244K – 113
2020
Q3 		$244K Hold
3,920
– – 0.12% 84
2020
Q2 		$223K Buy
+3,920
New +$197K 0.11% 85

Other funds holding IGV

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
Goldman Sachs
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
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Financial Consulate's IGV Position: Q4 2020 in Review

Financial Consulate sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2020, closing a stake of 3,920 shares — an estimated $244K sold.

Financial Consulate first reported a position in IGV in Q2 2020 and held it in 2 quarters. The position peaked at $244K in Q3 2020. 395 funds tracked by Wall St. Rank hold IGV as of Q4 2020.

  • Financial Consulate reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2020 after selling out during the quarter.
  • Financial Consulate sold 3,920 iShares Expanded Tech-Software Sector ETF shares in Q4 2020, an estimated $244K.
  • Financial Consulate first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 2 quarters.
  • Financial Consulate's iShares Expanded Tech-Software Sector ETF position peaked at $244K in Q3 2020.
  • 395 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2020.

Based on Financial Consulate's 13F filing for Q4 2020, filed 29 Jan 2021.