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

Raffa 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
2022
Q1 		– Sell
-50
Closed -$3.98K – 1145
2021
Q4 		$3.98K Hold
50
– – ﹤0.01% 483
2021
Q3 		$3.99K Buy
+50
New +$4.08K ﹤0.01% 428

Other funds holding IGV

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $1.89T AUM 35.08% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raffa Wealth Management's IGV Position: Q1 2022 in Review

Raffa Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2022, closing a stake of 50 shares — an estimated $3.98K sold.

Raffa Wealth Management first reported a position in IGV in Q3 2021 and held it in 2 quarters. The position peaked at $3.99K in Q3 2021. 397 funds tracked by Wall St. Rank hold IGV as of Q1 2022.

  • Raffa Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2022 after selling out during the quarter.
  • Raffa Wealth Management sold 50 iShares Expanded Tech-Software Sector ETF shares in Q1 2022, an estimated $3.98K.
  • Raffa Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and held it in 2 quarters.
  • Raffa Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $3.99K in Q3 2021.
  • 397 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2022.

Based on Raffa Wealth Management's 13F filing for Q1 2022, filed 27 Jul 2026.