Kings Point Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Kings Point Capital Management’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 Q4	–	Sell	-995	Closed	-$79K	–	644
2021 Q3	$79K	Hold	995	–	–	0.01%	305
2021 Q2	$78K	Hold	995	–	–	0.01%	299
2021 Q1	$68K	Sell	995 -470	-32%	-$33.3K	0.01%	311
2020 Q4	$104K	Hold	1,465	–	–	0.01%	240
2020 Q3	$91K	Buy	+1,465	New	+$88K	0.01%	249

Other funds holding IGV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MIFH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kings Point Capital Management's IGV Position: Q4 2021 in Review

Kings Point Capital Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2021, closing a stake of 995 shares — an estimated $79K sold.

Kings Point Capital Management first reported a position in IGV in Q3 2020 and held it in 5 quarters. The position peaked at $104K in Q4 2020. 415 funds tracked by Wall St. Rank hold IGV as of Q4 2021.

Kings Point Capital Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2021 after selling out during the quarter.
Kings Point Capital Management sold 995 iShares Expanded Tech-Software Sector ETF shares in Q4 2021, an estimated $79K.
Kings Point Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and held it in 5 quarters.
Kings Point Capital Management's iShares Expanded Tech-Software Sector ETF position peaked at $104K in Q4 2020.
415 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2021.

Based on Kings Point Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.