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

Kellett 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
2022
Q1 		– Sell
-5,995
Closed -$477K – 71
2021
Q4 		$477K Buy
+5,995
New +$501K 0.37% 28

Other funds holding IGV

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
Morgan Stanley
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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kellett Wealth Advisors's IGV Position: Q1 2022 in Review

Kellett Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2022, closing a stake of 5,995 shares — an estimated $477K sold.

Kellett Wealth Advisors first reported a position in IGV in Q4 2021 and held it in 1 quarter. The position peaked at $477K in Q4 2021. 397 funds tracked by Wall St. Rank hold IGV as of Q1 2022.

  • Kellett Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Kellett Wealth Advisors sold 5,995 iShares Expanded Tech-Software Sector ETF shares in Q1 2022, an estimated $477K.
  • Kellett Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 1 quarter.
  • Kellett Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $477K in Q4 2021.
  • 397 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2022.

Based on Kellett Wealth Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.