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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

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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 $761B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $152B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return