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

Legacy Wealth Planning’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 Q3	$624K	Sell	12,475 -710	-5%	-$40.4K	1.03%	24
2022 Q2	$711K	Sell	13,185 -30	-0.2%	-$1.76K	1.02%	25
2022 Q1	$912K	Buy	13,215 +1,830	+16%	+$126K	1.07%	21
2021 Q4	$905K	Sell	11,385 -4,875	-30%	-$407K	1.03%	21
2021 Q3	$1.3M	Buy	16,260 +1,665	+11%	+$136K	1.45%	15
2021 Q2	$1.14M	Buy	14,595 +1,340	+10%	+$97.1K	1.3%	21
2021 Q1	$905K	Buy	+13,255	New	+$940K	1.15%	24

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

Citigroup New York $235B AUM 32.99% 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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

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

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

Legacy Wealth Planning's IGV Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5.4% in Q3 2022, selling an estimated $40.4K and leaving 12,475 shares worth $624K. The position accounts for 1.03% of the portfolio, ranked #24.

Legacy Wealth Planning first reported a position in IGV in Q1 2021 and has held it in 7 quarters since. The position peaked at $1.3M in Q3 2021. 376 funds tracked by Wall St. Rank hold IGV as of Q3 2022.

Legacy Wealth Planning held 12,475 shares of iShares Expanded Tech-Software Sector ETF worth $624K as of Q3 2022.
Legacy Wealth Planning sold 710 iShares Expanded Tech-Software Sector ETF shares in Q3 2022, an estimated $40.4K.
iShares Expanded Tech-Software Sector ETF made up 1.03% of Legacy Wealth Planning's portfolio in Q3 2022, its #24 holding.
Legacy Wealth Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2021 and has held it in 7 quarters since.
Legacy Wealth Planning's iShares Expanded Tech-Software Sector ETF position peaked at $1.3M in Q3 2021.
376 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.