AWA
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Alaska Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Alaska Wealth 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
2023
Q3 		– Sell
-615
Closed -$42.5K – 120
2023
Q2 		$42.5K Hold
615
– – 0.01% 87
2023
Q1 		$37.5K Buy
+615
New +$34.5K 0.01% 79

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Alaska Wealth Advisors's IGV Position: Q3 2023 in Review

Alaska Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2023, closing a stake of 615 shares — an estimated $42.5K sold.

Alaska Wealth Advisors first reported a position in IGV in Q1 2023 and held it in 2 quarters. The position peaked at $42.5K in Q2 2023. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

  • Alaska Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2023 after selling out during the quarter.
  • Alaska Wealth Advisors sold 615 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $42.5K.
  • Alaska Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 2 quarters.
  • Alaska Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $42.5K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on Alaska Wealth Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.