Graves Light Lenhart Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Graves Light Lenhart Wealth’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	-300	Closed	-$16K	–	350
2022 Q2	$16K	Hold	300	–	–	﹤0.01%	443
2022 Q1	$21K	Hold	300	–	–	﹤0.01%	465
2021 Q4	$24K	Hold	300	–	–	﹤0.01%	508
2021 Q3	$24K	Hold	300	–	–	﹤0.01%	471
2021 Q2	$23K	Hold	300	–	–	﹤0.01%	482
2021 Q1	$20K	Hold	300	–	–	﹤0.01%	507
2020 Q4	$21K	Buy	+300	New	+$19.9K	﹤0.01%	479

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

Graves Light Lenhart Wealth's IGV Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2022, closing a stake of 300 shares — an estimated $16K sold.

Graves Light Lenhart Wealth first reported a position in IGV in Q4 2020 and held it in 7 quarters. The position peaked at $24K in Q4 2021. 376 funds tracked by Wall St. Rank hold IGV as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 300 iShares Expanded Tech-Software Sector ETF shares in Q3 2022, an estimated $16K.
Graves Light Lenhart Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $24K in Q4 2021.
376 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.