LBMC Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

LBMC Investment 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 Q4	–	Sell	-12,480	Closed	-$624K	–	161
2022 Q3	$624K	Hold	12,480	–	–	0.07%	67
2022 Q2	$673K	Sell	12,480 -610	-5%	-$35.8K	0.07%	66
2022 Q1	$903K	Hold	13,090	–	–	0.08%	65
2021 Q4	$1.04M	Sell	13,090 -2,245,020	-99%	-$187M	0.09%	64
2021 Q3	$1.04K	Buy	2,258,110 +2,243,545	+15,404%	+$183M	0.1%	57
2021 Q2	$1.14M	Buy	+14,565	New	+$1.06M	0.11%	55

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

LBMC Investment Advisors's IGV Position: Q4 2022 in Review

LBMC Investment Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022, closing a stake of 12,480 shares — an estimated $624K sold.

LBMC Investment Advisors first reported a position in IGV in Q2 2021 and held it in 6 quarters. The position peaked at $1.14M in Q2 2021. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

LBMC Investment Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2022 after selling out during the quarter.
LBMC Investment Advisors sold 12,480 iShares Expanded Tech-Software Sector ETF shares in Q4 2022, an estimated $624K.
LBMC Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and held it in 6 quarters.
LBMC Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.14M in Q2 2021.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on LBMC Investment Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.