Lighthouse Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Lighthouse Financial 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
2021 Q1	$2.63M	Buy	38,505 +8,400	+28%	+$595K	0.8%	39
2020 Q4	$2.13M	Buy	30,105 +1,450	+5%	+$96.1K	0.72%	53
2020 Q3	$1.78M	Buy	28,655 +6,445	+29%	+$387K	0.68%	48
2020 Q2	$1.26M	Buy	22,210 +16,400	+282%	+$822K	0.53%	53
2020 Q1	$244K	Buy	+5,810	New	+$275K	0.15%	70

Other funds holding IGV

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MIFH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lighthouse Financial Advisors's IGV Position: Q1 2021 in Review

Lighthouse Financial Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 28% in Q1 2021, buying an estimated $595K and bringing the position to 38,505 shares worth $2.63M. The position accounts for 0.8% of the portfolio, ranked #39.

Lighthouse Financial Advisors first reported a position in IGV in Q1 2020 and has held it in 5 quarters since. 367 funds tracked by Wall St. Rank hold IGV as of Q1 2021.

Lighthouse Financial Advisors held 38,505 shares of iShares Expanded Tech-Software Sector ETF worth $2.63M as of Q1 2021.
Lighthouse Financial Advisors bought 8,400 iShares Expanded Tech-Software Sector ETF shares in Q1 2021, an estimated $595K.
iShares Expanded Tech-Software Sector ETF made up 0.8% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #39 holding.
Lighthouse Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 5 quarters since.
367 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.