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WealthPlan Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

WealthPlan Investment 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
Q3 		– Sell
-705
Closed -$48.6K – 241
2023
Q2 		$48.6K Hold
705
– – 0.01% 197
2023
Q1 		$42.8K Buy
+705
New +$39.5K 0.01% 257

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

WealthPlan Investment Management's IGV Position: Q3 2023 in Review

WealthPlan Investment Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2023, closing a stake of 705 shares — an estimated $48.6K sold.

WealthPlan Investment Management first reported a position in IGV in Q1 2023 and held it in 2 quarters. The position peaked at $48.6K in Q2 2023. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

  • WealthPlan Investment Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 705 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $48.6K.
  • WealthPlan Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $48.6K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.