FundX Investment Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

FundX Investment Group’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
2021 Q1	–	Sell	-41,265	Closed	-$2.92M	–	43
2020 Q4	$2.92M	Buy	41,265 +8,500	+26%	+$563K	1.22%	16
2020 Q3	$2.04M	Hold	32,765	–	–	0.78%	20
2020 Q2	$1.86M	Buy	+32,765	New	+$1.64M	0.79%	22
2019 Q3	–	Sell	-176,490	Closed	-$7.71M	–	47
2019 Q2	$7.71M	Sell	176,490 -450	-0.3%	-$19.3K	3.19%	10
2019 Q1	$7.46M	Sell	176,940 -1,465	-0.8%	-$57.8K	2.53%	12
2018 Q4	$6.19M	Sell	178,405 -7,745	-4%	-$281K	2.31%	15
2018 Q3	$7.63M	Buy	186,150 +465	+0.3%	+$18.2K	4.21%	5
2018 Q2	$6.78M	Buy	185,685 +37,400	+25%	+$1.35M	3.36%	7
2018 Q1	$5.03M	Sell	148,285 -2,505	-2%	-$84.7K	2.64%	6
2017 Q4	$4.66M	Sell	150,790 -1,280	-0.8%	-$39.4K	2.35%	6
2017 Q3	$4.45M	Sell	152,070 -3,140	-2%	-$89.9K	1.87%	10
2017 Q2	$4.25M	Buy	+155,210	New	+$4.15M	1.73%	11
2016 Q3	–	Sell	-199,410	Closed	-$4.19M	–	50
2016 Q2	$4.19M	Buy	+199,410	New	+$4.11M	1.05%	22
2016 Q1	–	Sell	-801,990	Closed	-$16.7M	–	28
2015 Q4	$16.7M	Buy	+801,990	New	+$16.5M	5.48%	7

Other funds holding IGV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FundX Investment Group's IGV Position: Q1 2021 in Review

FundX Investment Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2021, closing a stake of 41,265 shares — an estimated $2.92M sold.

FundX Investment Group first reported a position in IGV in Q4 2015 and held it in 14 quarters. The position peaked at $16.7M in Q4 2015. 367 funds tracked by Wall St. Rank hold IGV as of Q1 2021.

FundX Investment Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2021 after selling out during the quarter.
FundX Investment Group sold 41,265 iShares Expanded Tech-Software Sector ETF shares in Q1 2021, an estimated $2.92M.
FundX Investment Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2015 and held it in 14 quarters.
FundX Investment Group's iShares Expanded Tech-Software Sector ETF position peaked at $16.7M in Q4 2015.
367 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2021.

Based on FundX Investment Group's 13F filing for Q1 2021, filed 4 May 2021.