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

Advisors Preferred’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
2024
Q4 		– Sell
-4,900
Closed -$429K – 234
2024
Q3 		$429K Buy
+4,900
New +$420K 0.07% 142
2021
Q1 		– Sell
-1,150
Closed -$80K – 187
2020
Q4 		$80K Buy
1,150
+560
+95% +$37.1K 0.01% 162
2020
Q3 		$37K Sell
590
-1,140
-66% -$68.5K 0.01% 122
2020
Q2 		$100K Buy
1,730
+1,355
+361% +$67.9K 0.03% 108
2020
Q1 		$16K Buy
+375
New +$17.7K 0.01% 101
2019
Q3 		– Sell
-143,450
Closed -$6.31M – 250
2019
Q2 		$6.31M Buy
+143,450
New +$6.15M 2.15% 11
2019
Q1 		– Sell
-1,045
Closed -$36K – 215
2018
Q4 		$36K Sell
1,045
-120
-10% -$4.35K 0.04% 97
2018
Q3 		$48K Sell
1,165
-1,510
-56% -$59.1K 0.02% 163
2018
Q2 		$98K Sell
2,675
-3,060
-53% -$110K 0.04% 149
2018
Q1 		$195K Buy
+5,735
New +$194K 0.09% 75
2017
Q4 		– Sell
-3,805
Closed -$111K – 229
2017
Q3 		$111K Buy
3,805
+720
+23% +$20.6K 0.06% 100
2017
Q2 		$85K Sell
3,085
-150
-5% -$4.01K 0.05% 102
2017
Q1 		$82 Buy
+3,235
New +$78K 0.04% 126
2016
Q3 		– Sell
-1,040
Closed -$22K – 217
2016
Q2 		$22K Buy
+1,040
New +$21.4K 0.01% 132
2016
Q1 		– Sell
-3,645
Closed -$76K – 229
2015
Q4 		$76K Buy
3,645
+1,865
+105% +$38.5K 0.04% 75
2015
Q3 		$34K Sell
1,780
-4,260
-71% -$84.4K 0.04% 80
2015
Q2 		$120K Buy
6,040
+435
+8% +$8.73K 0.07% 83
2015
Q1 		$108K Buy
5,605
+1,565
+39% +$29.5K 0.06% 101
2014
Q4 		$75K Buy
+4,040
New +$72.3K 0.04% 206
2014
Q3 		– Sell
-1,870
Closed -$32.2K – 283
2014
Q2 		$32.2K Sell
1,870
-2,740
-59% -$44.6K 0.02% 199
2014
Q1 		$76.8K Buy
4,610
+2,070
+81% +$34.7K 0.04% 235
2013
Q4 		$41K Buy
+2,540
New +$39.5K 0.02% 193

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisors Preferred's IGV Position: Q4 2024 in Review

Advisors Preferred sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2024, closing a stake of 4,900 shares — an estimated $429K sold.

Advisors Preferred first reported a position in IGV in Q4 2013 and held it in 22 quarters. The position peaked at $6.31M in Q2 2019. 620 funds tracked by Wall St. Rank hold IGV as of Q4 2024.

  • Advisors Preferred reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2024 after selling out during the quarter.
  • Advisors Preferred sold 4,900 iShares Expanded Tech-Software Sector ETF shares in Q4 2024, an estimated $429K.
  • Advisors Preferred first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2013 and held it in 22 quarters.
  • Advisors Preferred's iShares Expanded Tech-Software Sector ETF position peaked at $6.31M in Q2 2019.
  • 620 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.