Laurel Wealth Advisors (California)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Laurel Wealth Advisors (California)’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 Q4	–	Sell	-5,465	Closed	-$273K	–	655
2022 Q3	$273K	Hold	5,465	–	–	0.03%	512
2022 Q2	$295K	Buy	5,465 +330	+6%	+$19.4K	0.03%	495
2022 Q1	$354K	Hold	5,135	–	–	0.03%	530
2021 Q4	$408K	Hold	5,135	–	–	0.03%	521
2021 Q3	$410K	Sell	5,135 -55	-1%	-$4.49K	0.08%	275
2021 Q2	$405K	Sell	5,190 -165	-3%	-$12K	0.05%	325
2021 Q1	$366K	Sell	5,355 -725	-12%	-$51.4K	0.06%	313
2020 Q4	$431K	Hold	6,080	–	–	0.06%	275
2020 Q3	$378K	Buy	6,080 +1,685	+38%	+$101K	0.06%	263
2020 Q2	$250K	Buy	+4,395	New	+$220K	0.05%	322

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

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

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

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

MIFH

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IGV Position: Q4 2022 in Review

Laurel Wealth Advisors (California) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022, closing a stake of 5,465 shares — an estimated $273K sold.

Laurel Wealth Advisors (California) first reported a position in IGV in Q2 2020 and held it in 10 quarters. The position peaked at $431K in Q4 2020. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

Laurel Wealth Advisors (California) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2022 after selling out during the quarter.
Laurel Wealth Advisors (California) sold 5,465 iShares Expanded Tech-Software Sector ETF shares in Q4 2022, an estimated $273K.
Laurel Wealth Advisors (California) first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 10 quarters.
Laurel Wealth Advisors (California)'s iShares Expanded Tech-Software Sector ETF position peaked at $431K in Q4 2020.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.