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Life Planning Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Life Planning 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
2022
Q3 		$3.5K Hold
70
– – ﹤0.01% 154
2022
Q2 		$4K Buy
+70
New +$4.11K ﹤0.01% 150

Other funds holding IGV

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Life Planning Partners's IGV Position: Q3 2022 in Review

Life Planning Partners held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2022 at 70 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #154.

Life Planning Partners first reported a position in IGV in Q2 2022 and has held it in 2 quarters since. The position peaked at $4K in Q2 2022. 376 funds tracked by Wall St. Rank hold IGV as of Q3 2022.

  • Life Planning Partners held 70 shares of iShares Expanded Tech-Software Sector ETF worth $3.5K as of Q3 2022.
  • Life Planning Partners left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2022.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Life Planning Partners's portfolio in Q3 2022, its #154 holding.
  • Life Planning Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and has held it in 2 quarters since.
  • Life Planning Partners's iShares Expanded Tech-Software Sector ETF position peaked at $4K in Q2 2022.
  • 376 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2022.

Based on Life Planning Partners's 13F filing for Q3 2022, filed 13 Oct 2022.