TWA
IGV icon

TCI Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

TCI Wealth 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
Q3 		– Sell
-100
Closed -$5K – 2408
2022
Q2 		$5K Buy
+100
New +$5.88K ﹤0.01% 1489
2021
Q2 		– Sell
-315
Closed -$22K – 2378
2021
Q1 		$22K Buy
315
+65
+26% +$4.61K 0.01% 547
2020
Q4 		$18K Buy
+250
New +$16.6K 0.01% 518
2020
Q1 		– Sell
-5,000
Closed -$233K – 1608
2019
Q4 		$233K Buy
+5,000
New +$222K 0.09% 156

Other funds holding IGV

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

TCI Wealth Advisors's IGV Position: Q3 2022 in Review

TCI Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in IGV in Q4 2019 and held it in 4 quarters. The position peaked at $233K in Q4 2019. 376 funds tracked by Wall St. Rank hold IGV as of Q3 2022.

  • TCI Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2022 after selling out during the quarter.
  • TCI Wealth Advisors sold 100 iShares Expanded Tech-Software Sector ETF shares in Q3 2022, an estimated $5K.
  • TCI Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 4 quarters.
  • TCI Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $233K in Q4 2019.
  • 376 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2022.

Based on TCI Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.