WR Wealth Planners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

WR Wealth Planners’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 Q2	–	Sell	-35	Closed	-$2.13K	–	933
2023 Q1	$2.13K	Hold	35	–	–	﹤0.01%	766
2022 Q4	$1.79K	Hold	35	–	–	﹤0.01%	396
2022 Q3	$1.75K	Hold	35	–	–	﹤0.01%	394
2022 Q2	$1.89K	Hold	35	–	–	﹤0.01%	420
2022 Q1	$2.42K	Buy	+35	New	+$2.4K	﹤0.01%	416

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

WR Wealth Planners's IGV Position: Q2 2023 in Review

WR Wealth Planners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2023, closing a stake of 35 shares — an estimated $2.13K sold.

WR Wealth Planners first reported a position in IGV in Q1 2022 and held it in 5 quarters. The position peaked at $2.42K in Q1 2022. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

WR Wealth Planners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 35 iShares Expanded Tech-Software Sector ETF shares in Q2 2023, an estimated $2.13K.
WR Wealth Planners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and held it in 5 quarters.
WR Wealth Planners's iShares Expanded Tech-Software Sector ETF position peaked at $2.42K in Q1 2022.
412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.