Total Clarity Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Total Clarity 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
2023 Q4	–	Sell	-5,010	Closed	-$342K	–	241
2023 Q3	$342K	Sell	5,010 -1,855	-27%	-$130K	0.16%	148
2023 Q2	$475K	Buy	+6,865	New	+$431K	0.24%	106
2022 Q3	–	Sell	-205	Closed	-$11K	–	571
2022 Q2	$11K	Buy	+205	New	+$12K	0.01%	642
2022 Q1	–	Sell	-11,380	Closed	-$905K	–	531
2021 Q4	$905K	Sell	11,380 -5,275	-32%	-$440K	0.41%	61
2021 Q3	$1.33M	Buy	16,655 +1,240	+8%	+$101K	0.63%	39
2021 Q2	$1.2M	Sell	15,415 -680	-4%	-$49.3K	0.67%	47
2021 Q1	$1.1M	Sell	16,095 -490	-3%	-$34.7K	0.63%	35
2020 Q4	$1.18M	Buy	16,585 +470	+3%	+$31.1K	0.82%	34
2020 Q3	$1M	Sell	16,115 -1,915	-11%	-$115K	0.88%	30
2020 Q2	$1.02M	Buy	18,030 +715	+4%	+$35.9K	0.94%	30
2020 Q1	$728K	Sell	17,315 -1,920	-10%	-$90.8K	1.12%	28
2019 Q4	$897K	Buy	+19,235	New	+$853K	0.67%	32

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Total Clarity Wealth Management's IGV Position: Q4 2023 in Review

Total Clarity Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023, closing a stake of 5,010 shares — an estimated $342K sold.

Total Clarity Wealth Management first reported a position in IGV in Q4 2019 and held it in 12 quarters. The position peaked at $1.33M in Q3 2021. 480 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

Total Clarity Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 5,010 iShares Expanded Tech-Software Sector ETF shares in Q4 2023, an estimated $342K.
Total Clarity Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 12 quarters.
Total Clarity Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.33M in Q3 2021.
480 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on Total Clarity Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.