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Avidian Wealth Enterprises’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Avidian Wealth Enterprises’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
-6,695
Closed -$408K – 450
2023
Q1 		$408K Buy
+6,695
New +$375K 0.02% 328

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Avidian Wealth Enterprises's IGV Position: Q2 2023 in Review

Avidian Wealth Enterprises sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2023, closing a stake of 6,695 shares — an estimated $408K sold.

Avidian Wealth Enterprises first reported a position in IGV in Q1 2023 and held it in 1 quarter. The position peaked at $408K in Q1 2023. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

  • Avidian Wealth Enterprises reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,695 iShares Expanded Tech-Software Sector ETF shares in Q2 2023, an estimated $408K.
  • Avidian Wealth Enterprises first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 1 quarter.
  • Avidian Wealth Enterprises's iShares Expanded Tech-Software Sector ETF position peaked at $408K in Q1 2023.
  • 412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2023, filed 3 Aug 2023.