Source Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Source Financial Advisors’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 Q2	–	Sell	-19,370	Closed	-$1.34M	–	117
2022 Q1	$1.34M	Sell	19,370 -1,080	-5%	-$74.2K	0.39%	42
2021 Q4	$1.63M	Sell	20,450 -60	-0.3%	-$5.01K	0.44%	40
2021 Q3	$1.64M	Sell	20,510 -275	-1%	-$22.4K	0.42%	40
2021 Q2	$1.62M	Buy	20,785 +955	+5%	+$69.2K	0.42%	39
2021 Q1	$1.35M	Sell	19,830 -865	-4%	-$61.3K	0.36%	42
2020 Q4	$1.47M	Buy	+20,695	New	+$1.37M	0.4%	39

Other funds holding IGV

MIFH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Source Financial Advisors's IGV Position: Q2 2022 in Review

Source Financial Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2022, closing a stake of 19,370 shares — an estimated $1.34M sold.

Source Financial Advisors first reported a position in IGV in Q4 2020 and held it in 6 quarters. The position peaked at $1.64M in Q3 2021. 389 funds tracked by Wall St. Rank hold IGV as of Q2 2022.

Source Financial Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2022 after selling out during the quarter.
Source Financial Advisors sold 19,370 iShares Expanded Tech-Software Sector ETF shares in Q2 2022, an estimated $1.34M.
Source Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 6 quarters.
Source Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.64M in Q3 2021.
389 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2022.

Based on Source Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.