WFA
IGV icon

West Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

West Financial 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
Q4 		– Sell
-150
Closed -$8K – 182
2022
Q3 		$8K Hold
150
– – ﹤0.01% 145
2022
Q2 		$8K Hold
150
– – ﹤0.01% 133
2022
Q1 		$10K Hold
150
– – ﹤0.01% 139
2021
Q4 		$12K Buy
+150
New +$12.5K ﹤0.01% 148

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

West Financial Advisors's IGV Position: Q4 2022 in Review

West Financial Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022, closing a stake of 150 shares — an estimated $8K sold.

West Financial Advisors first reported a position in IGV in Q4 2021 and held it in 4 quarters. The position peaked at $12K in Q4 2021. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

  • West Financial Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2022 after selling out during the quarter.
  • West Financial Advisors sold 150 iShares Expanded Tech-Software Sector ETF shares in Q4 2022, an estimated $8K.
  • West Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 4 quarters.
  • West Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $12K in Q4 2021.
  • 377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on West Financial Advisors's 13F filing for Q4 2022, filed 10 Jan 2023.