WWM
IGV icon

WT Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

WT Wealth 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
2022
Q3 		– Sell
-8,735
Closed -$471K – 96
2022
Q2 		$471K Sell
8,735
-985
-10% -$57.9K 0.23% 85
2022
Q1 		$670K Sell
9,720
-125
-1% -$8.58K 0.26% 84
2021
Q4 		$783K Buy
9,845
+315
+3% +$26.3K 0.29% 78
2021
Q3 		$761K Buy
9,530
+395
+4% +$32.2K 0.29% 84
2021
Q2 		$713K Sell
9,135
-1,545
-14% -$112K 0.29% 90
2021
Q1 		$729K Sell
10,680
-750
-7% -$53.2K 0.34% 85
2020
Q4 		$809K Sell
11,430
-1,240
-10% -$82.2K 0.44% 73
2020
Q3 		$788K Buy
12,670
+90
+0.7% +$5.41K 0.52% 54
2020
Q2 		$715K Buy
12,580
+805
+7% +$40.4K 0.58% 43
2020
Q1 		$495K Buy
11,775
+1,375
+13% +$65K 0.52% 44
2019
Q4 		$484K Buy
10,400
+700
+7% +$31K 0.37% 49
2019
Q3 		$410K Buy
+9,700
New +$424K 0.36% 55

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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

WT Wealth Management's IGV Position: Q3 2022 in Review

WT Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2022, closing a stake of 8,735 shares — an estimated $471K sold.

WT Wealth Management first reported a position in IGV in Q3 2019 and held it in 12 quarters. The position peaked at $809K in Q4 2020. 376 funds tracked by Wall St. Rank hold IGV as of Q3 2022.

  • WT Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2022 after selling out during the quarter.
  • WT Wealth Management sold 8,735 iShares Expanded Tech-Software Sector ETF shares in Q3 2022, an estimated $471K.
  • WT Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and held it in 12 quarters.
  • WT Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $809K in Q4 2020.
  • 376 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2022.

Based on WT Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.