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Oxford Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Oxford Financial Group’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
Q4 		– Sell
-1,875
Closed -$150K – 279
2021
Q3 		$150K Hold
1,875
– – 0.02% 185
2021
Q2 		$146K Hold
1,875
– – 0.02% 180
2021
Q1 		$128K Buy
+1,875
New +$133K 0.02% 177

Other funds holding IGV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oxford Financial Group's IGV Position: Q4 2021 in Review

Oxford Financial Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2021, closing a stake of 1,875 shares — an estimated $150K sold.

Oxford Financial Group first reported a position in IGV in Q1 2021 and held it in 3 quarters. The position peaked at $150K in Q3 2021. 415 funds tracked by Wall St. Rank hold IGV as of Q4 2021.

  • Oxford Financial Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2021 after selling out during the quarter.
  • Oxford Financial Group sold 1,875 iShares Expanded Tech-Software Sector ETF shares in Q4 2021, an estimated $150K.
  • Oxford Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2021 and held it in 3 quarters.
  • Oxford Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $150K in Q3 2021.
  • 415 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2021.

Based on Oxford Financial Group's 13F filing for Q4 2021, filed 10 Feb 2022.