HHM Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

HHM Wealth Advisors’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 Q3	–	Sell	-180	Closed	-$12.5K	–	801
2023 Q2	$12.5K	Hold	180	–	–	﹤0.01%	490
2023 Q1	$11K	Hold	180	–	–	﹤0.01%	510
2022 Q4	$9.21K	Hold	180	–	–	﹤0.01%	463
2022 Q3	$9K	Hold	180	–	–	﹤0.01%	454
2022 Q2	$10K	Hold	180	–	–	﹤0.01%	539
2022 Q1	$12K	Hold	180	–	–	﹤0.01%	521
2021 Q4	$14K	Hold	180	–	–	﹤0.01%	485
2021 Q3	$14K	Hold	180	–	–	﹤0.01%	451
2021 Q2	$14K	Hold	180	–	–	﹤0.01%	443
2021 Q1	$12K	Hold	180	–	–	﹤0.01%	432
2020 Q4	$13K	Hold	180	–	–	﹤0.01%	401
2020 Q3	$11K	Sell	180 -160	-47%	-$9.61K	﹤0.01%	378
2020 Q2	$19K	Buy	+340	New	+$17.1K	0.01%	307

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

HHM Wealth Advisors's IGV Position: Q3 2023 in Review

HHM Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2023, closing a stake of 180 shares — an estimated $12.5K sold.

HHM Wealth Advisors first reported a position in IGV in Q2 2020 and held it in 13 quarters. The position peaked at $19K in Q2 2020. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

HHM Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2023 after selling out during the quarter.
HHM Wealth Advisors sold 180 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $12.5K.
HHM Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 13 quarters.
HHM Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $19K in Q2 2020.
417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.