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PRW Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

PRW 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
-29,515
Closed -$2.3M – 183
2021
Q2 		$2.3M Buy
+29,515
New +$2.14M 0.68% 38

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
BNP Paribas Financial Markets
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PRW Wealth Management's IGV Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2021, closing a stake of 29,515 shares — an estimated $2.3M sold.

PRW Wealth Management first reported a position in IGV in Q2 2021 and held it in 1 quarter. The position peaked at $2.3M in Q2 2021. 387 funds tracked by Wall St. Rank hold IGV as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 29,515 iShares Expanded Tech-Software Sector ETF shares in Q3 2021, an estimated $2.3M.
  • PRW Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.3M in Q2 2021.
  • 387 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.