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

Professional 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
2021 Q3	$877K	Buy	10,990 +505	+5%	+$41.2K	0.42%	52
2021 Q2	$817K	Sell	10,485 -535	-5%	-$38.8K	0.38%	52
2021 Q1	$752K	Sell	11,020 -545	-5%	-$38.6K	0.37%	54
2020 Q4	$819K	Buy	+11,565	New	+$766K	0.33%	61
2020 Q3	–	Sell	-7,645	Closed	-$435K	–	60
2020 Q2	$435K	Buy	+7,645	New	+$383K	0.23%	72

Other funds holding IGV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Professional Planning's IGV Position: Q3 2021 in Review

Professional Planning increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.8% in Q3 2021, buying an estimated $41.2K and bringing the position to 10,990 shares worth $877K. The position accounts for 0.42% of the portfolio, ranked #52.

Professional Planning first reported a position in IGV in Q2 2020 and has held it in 5 quarters since. 387 funds tracked by Wall St. Rank hold IGV as of Q3 2021.

Professional Planning held 10,990 shares of iShares Expanded Tech-Software Sector ETF worth $877K as of Q3 2021.
Professional Planning bought 505 iShares Expanded Tech-Software Sector ETF shares in Q3 2021, an estimated $41.2K.
iShares Expanded Tech-Software Sector ETF made up 0.42% of Professional Planning's portfolio in Q3 2021, its #52 holding.
Professional Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 5 quarters since.
387 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.