Sanford Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sanford Advisory Services’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 Q4	$1.12M	Sell	21,935 -735	-3%	-$38.1K	0.27%	51
2022 Q3	$1.13M	Buy	22,670 +1,000	+5%	+$56.8K	0.32%	37
2022 Q2	$1.17M	Buy	21,670 +145	+0.7%	+$8.52K	0.33%	38
2022 Q1	$1.49M	Buy	21,525 +215	+1%	+$14.8K	0.4%	31
2021 Q4	$1.7M	Buy	21,310 +735	+4%	+$61.4K	0.38%	30
2021 Q3	$1.64M	Buy	20,575 +2,700	+15%	+$220K	0.41%	26
2021 Q2	$1.39M	Buy	17,875 +345	+2%	+$25K	0.36%	31
2021 Q1	$1.2M	Sell	17,530 -1,770	-9%	-$125K	0.33%	33
2020 Q4	$1.37M	Buy	+19,300	New	+$1.28M	0.44%	27

Other funds holding IGV

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Sanford Advisory Services's IGV Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.2% in Q4 2022, selling an estimated $38.1K and leaving 21,935 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #51.

Sanford Advisory Services first reported a position in IGV in Q4 2020 and has held it in 9 quarters since. The position peaked at $1.7M in Q4 2021. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

Sanford Advisory Services held 21,935 shares of iShares Expanded Tech-Software Sector ETF worth $1.12M as of Q4 2022.
Sanford Advisory Services sold 735 iShares Expanded Tech-Software Sector ETF shares in Q4 2022, an estimated $38.1K.
iShares Expanded Tech-Software Sector ETF made up 0.27% of Sanford Advisory Services's portfolio in Q4 2022, its #51 holding.
Sanford Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $1.7M in Q4 2021.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.