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

YorkBridge Wealth 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
2021 Q4	–	Sell	-2,575	Closed	-$206K	–	284
2021 Q3	$206K	Hold	2,575	–	–	0.05%	254
2021 Q2	$201K	Buy	+2,575	New	+$187K	0.05%	244
2019 Q3	–	Sell	-625	Closed	-$27K	–	396
2019 Q2	$27K	Hold	625	–	–	0.01%	434
2019 Q1	$26K	Hold	625	–	–	0.01%	429
2018 Q4	$22K	Sell	625 -50	-7%	-$1.81K	0.01%	441
2018 Q3	$28K	Hold	675	–	–	0.01%	440
2018 Q2	$25K	Hold	675	–	–	0.01%	473
2018 Q1	$23K	Hold	675	–	–	0.01%	487
2017 Q4	$22K	Hold	675	–	–	0.01%	483
2017 Q3	$20K	Buy	675 +250	+59%	+$7.16K	0.01%	520
2017 Q2	$11K	Hold	425	–	–	0.01%	617
2017 Q1	$11K	Hold	425	–	–	0.01%	609
2016 Q4	$10K	Buy	+425	New	+$9.5K	0.01%	585

Other funds holding IGV

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MIFH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

YorkBridge Wealth Partners's IGV Position: Q4 2021 in Review

YorkBridge Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2021, closing a stake of 2,575 shares — an estimated $206K sold.

YorkBridge Wealth Partners first reported a position in IGV in Q4 2016 and held it in 13 quarters. The position peaked at $206K in Q3 2021. 415 funds tracked by Wall St. Rank hold IGV as of Q4 2021.

YorkBridge Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2021 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,575 iShares Expanded Tech-Software Sector ETF shares in Q4 2021, an estimated $206K.
YorkBridge Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2016 and held it in 13 quarters.
YorkBridge Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $206K in Q3 2021.
415 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.