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

FourThought Financial 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
2023
Q1 		– Sell
-4,445
Closed -$227K – 332
2022
Q4 		$227K Buy
+4,445
New +$230K 0.03% 287

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MIFH
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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

FourThought Financial Partners's IGV Position: Q1 2023 in Review

FourThought Financial Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2023, closing a stake of 4,445 shares — an estimated $227K sold.

FourThought Financial Partners first reported a position in IGV in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 374 funds tracked by Wall St. Rank hold IGV as of Q1 2023.

  • FourThought Financial Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 4,445 iShares Expanded Tech-Software Sector ETF shares in Q1 2023, an estimated $227K.
  • FourThought Financial Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and held it in 1 quarter.
  • FourThought Financial Partners's iShares Expanded Tech-Software Sector ETF position peaked at $227K in Q4 2022.
  • 374 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2023.

Based on FourThought Financial Partners's 13F filing for Q1 2023, filed 4 May 2023.