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Mader & Shannon Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Mader & Shannon Wealth Management’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
Q3 		– Sell
-110,290
Closed -$8.6M – 23
2021
Q2 		$8.6M Buy
+110,290
New +$8M 4.43% 4
2019
Q4 		– Sell
-39,380
Closed -$1.67M – 20
2019
Q3 		$1.67M Buy
+39,380
New +$1.72M 1.32% 14

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mader & Shannon Wealth Management's IGV Position: Q3 2021 in Review

Mader & Shannon Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2021, closing a stake of 110,290 shares — an estimated $8.6M sold.

Mader & Shannon Wealth Management first reported a position in IGV in Q3 2019 and held it in 2 quarters. The position peaked at $8.6M in Q2 2021. 388 funds tracked by Wall St. Rank hold IGV as of Q3 2021.

  • Mader & Shannon Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2021 after selling out during the quarter.
  • Mader & Shannon Wealth Management sold 110,290 iShares Expanded Tech-Software Sector ETF shares in Q3 2021, an estimated $8.6M.
  • Mader & Shannon Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and held it in 2 quarters.
  • Mader & Shannon Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $8.6M in Q2 2021.
  • 388 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2021.

Based on Mader & Shannon Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.