Legacy Capital Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Legacy Capital Wealth Partners’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 Q3	–	Sell	-15,170	Closed	-$1.05M	–	282
2023 Q2	$1.05M	Sell	15,170 -23,085	-60%	-$1.45M	0.87%	32
2023 Q1	$2.33M	Sell	38,255 -21,745	-36%	-$1.22M	0.64%	34
2022 Q4	$3.07M	Buy	+60,000	New	+$3.11M	1.47%	24
2021 Q2	–	Sell	-44,960	Closed	-$3.07M	–	47
2021 Q1	$3.07M	Buy	44,960 +2,385	+6%	+$169K	1.27%	22
2020 Q4	$3.02M	Buy	+42,575	New	+$2.82M	1.29%	18

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Legacy Capital Wealth Partners's IGV Position: Q3 2023 in Review

Legacy Capital Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2023, closing a stake of 15,170 shares — an estimated $1.05M sold.

Legacy Capital Wealth Partners first reported a position in IGV in Q4 2020 and held it in 5 quarters. The position peaked at $3.07M in Q4 2022. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

Legacy Capital Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2023 after selling out during the quarter.
Legacy Capital Wealth Partners sold 15,170 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $1.05M.
Legacy Capital Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 5 quarters.
Legacy Capital Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $3.07M in Q4 2022.
417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on Legacy Capital Wealth Partners's 13F filing for Q3 2023, filed 16 Oct 2023.