WealthPLAN Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

WealthPLAN Partners’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	-35	Closed	-$2.42K	–	693
2023 Q2	$2.42K	Hold	35	–	–	﹤0.01%	1049
2023 Q1	$2.13K	Buy	+35	New	+$1.96K	﹤0.01%	1123
2018 Q4	–	Sell	-6,140	Closed	-$208K	–	265
2018 Q3	$208K	Buy	6,140 +45	+0.7%	+$1.76K	0.04%	237
2018 Q2	$223K	Buy	+6,095	New	+$220K	0.05%	229
2016 Q3	$4.08K	Sell	180 -180	-50%	-$3.99K	﹤0.01%	760
2016 Q2	$3.79K	Buy	+360	New	+$7.41K	﹤0.01%	2078

Other funds holding IGV

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WealthPLAN Partners's IGV Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2023, closing a stake of 35 shares — an estimated $2.42K sold.

WealthPLAN Partners first reported a position in IGV in Q2 2016 and held it in 6 quarters. The position peaked at $223K in Q2 2018. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 35 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $2.42K.
WealthPLAN Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2016 and held it in 6 quarters.
WealthPLAN Partners's iShares Expanded Tech-Software Sector ETF position peaked at $223K in Q2 2018.
417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.