THWM
IGV icon

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

Taylor Hoffman 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
2020
Q3 		– Sell
-25
Closed -$1K – 228
2020
Q2 		$1K Buy
+25
New +$1.25K ﹤0.01% 376

Other funds holding IGV

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Taylor Hoffman Wealth Management's IGV Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2020, closing a stake of 25 shares — an estimated $1K sold.

Taylor Hoffman Wealth Management first reported a position in IGV in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 350 funds tracked by Wall St. Rank hold IGV as of Q3 2020.

  • Taylor Hoffman Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2020 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 25 iShares Expanded Tech-Software Sector ETF shares in Q3 2020, an estimated $1K.
  • Taylor Hoffman Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1K in Q2 2020.
  • 350 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.