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

Baldwin 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
2023 Q4	–	Sell	-75	Closed	-$5.12K	–	755
2023 Q3	$5.12K	Hold	75	–	–	﹤0.01%	628
2023 Q2	$5.19K	Hold	75	–	–	﹤0.01%	646
2023 Q1	$4.57K	Sell	75 -50	-40%	-$2.8K	﹤0.01%	684
2022 Q4	$6.4K	Buy	+125	New	+$6.48K	﹤0.01%	643
2018 Q3	–	Sell	-1,000	Closed	-$37K	–	527
2018 Q2	$37K	Hold	1,000	–	–	0.01%	343
2018 Q1	$34K	Hold	1,000	–	–	0.01%	334
2017 Q4	$31K	Buy	+1,000	New	+$30.8K	﹤0.01%	338

Other funds holding IGV

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

MIFH

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

Baldwin Wealth Partners's IGV Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023, closing a stake of 75 shares — an estimated $5.12K sold.

Baldwin Wealth Partners first reported a position in IGV in Q4 2017 and held it in 7 quarters. The position peaked at $37K in Q2 2018. 480 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

Baldwin Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2023 after selling out during the quarter.
Baldwin Wealth Partners sold 75 iShares Expanded Tech-Software Sector ETF shares in Q4 2023, an estimated $5.12K.
Baldwin Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and held it in 7 quarters.
Baldwin Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $37K in Q2 2018.
480 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.