Financial Gravity Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Financial Gravity Asset 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 Q3	–	Sell	-24,300	Closed	-$11.7K	–	862
2022 Q2	$11.7K	Buy	+24,300	New	+$1.43M	0.36%	53
2020 Q1	–	Sell	-925	Closed	-$233K	–	1239
2019 Q4	$233K	Buy	+925	New	+$41K	0.16%	93
2018 Q3	$0	Hold	10	–	–	﹤0.01%	1500
2018 Q2	$0	Hold	10	–	–	﹤0.01%	1503
2018 Q1	$0	Buy	+10	New	+$338	﹤0.01%	1445

Other funds holding IGV

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Financial Gravity Asset Management's IGV Position: Q3 2022 in Review

Financial Gravity Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2022, closing a stake of 24,300 shares — an estimated $11.7K sold.

Financial Gravity Asset Management first reported a position in IGV in Q1 2018 and held it in 5 quarters. The position peaked at $233K in Q4 2019. 376 funds tracked by Wall St. Rank hold IGV as of Q3 2022.

Financial Gravity Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2022 after selling out during the quarter.
Financial Gravity Asset Management sold 24,300 iShares Expanded Tech-Software Sector ETF shares in Q3 2022, an estimated $11.7K.
Financial Gravity Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and held it in 5 quarters.
Financial Gravity Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $233K in Q4 2019.
376 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2022.

Based on Financial Gravity Asset Management's 13F filing for Q3 2022, filed 3 Nov 2022.