JT Stratford LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

JT Stratford LLC’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	-28,230	Closed	-$1.44M	–	230
2022 Q4	$1.44M	Sell	28,230 -2,895	-9%	-$150K	0.46%	59
2022 Q3	$1.56M	Buy	31,125 +8,450	+37%	+$480K	0.55%	49
2022 Q2	$1.22M	Buy	+22,675	New	+$1.33M	0.39%	69

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

JT Stratford LLC's IGV Position: Q1 2023 in Review

JT Stratford LLC sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2023, closing a stake of 28,230 shares — an estimated $1.44M sold.

JT Stratford LLC first reported a position in IGV in Q2 2022 and held it in 3 quarters. The position peaked at $1.56M in Q3 2022. 374 funds tracked by Wall St. Rank hold IGV as of Q1 2023.

JT Stratford LLC reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2023 after selling out during the quarter.
JT Stratford LLC sold 28,230 iShares Expanded Tech-Software Sector ETF shares in Q1 2023, an estimated $1.44M.
JT Stratford LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and held it in 3 quarters.
JT Stratford LLC's iShares Expanded Tech-Software Sector ETF position peaked at $1.56M in Q3 2022.
374 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2023.

Based on JT Stratford LLC's 13F filing for Q1 2023, filed 10 May 2023.