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

Sterling Financial 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
Q4 		– Sell
-2,305
Closed -$184K – 236
2021
Q3 		$184K Sell
2,305
-80
-3% -$6.53K 0.12% 92
2021
Q2 		$186K Hold
2,385
– – 0.12% 89
2021
Q1 		$163K Sell
2,385
-1,615
-40% -$114K 0.12% 88
2020
Q4 		$283K Buy
+4,000
New +$265K 0.23% 56

Other funds holding IGV

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterling Financial Planning's IGV Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2021, closing a stake of 2,305 shares — an estimated $184K sold.

Sterling Financial Planning first reported a position in IGV in Q4 2020 and held it in 4 quarters. The position peaked at $283K in Q4 2020. 416 funds tracked by Wall St. Rank hold IGV as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 2,305 iShares Expanded Tech-Software Sector ETF shares in Q4 2021, an estimated $184K.
  • Sterling Financial Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares Expanded Tech-Software Sector ETF position peaked at $283K in Q4 2020.
  • 416 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.