Bank of Montreal’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bank of Montreal’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 Q1	–	Sell	-96,500	Closed	-$7.89M	–	4099
2023 Q4	$7.89M	Buy	+96,500	New	+$7.14M	﹤0.01%	1112
2023 Q1	–	Sell	-125,000	Closed	-$6.57M	–	3973
2022 Q4	$6.57M	Buy	+125,000	New	+$6.48M	﹤0.01%	1167
2021 Q2	–	Sell	-525,000	Closed	-$38M	–	4249
2021 Q1	$38M	Buy	525,000 +25,000	+5%	+$1.77M	0.02%	486
2020 Q4	$35.2M	Hold	500,000	–	–	0.02%	517
2020 Q3	$31.3M	Buy	+500,000	New	+$30M	0.03%	450

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of Montreal's IGV Position: Q3 2024 in Review

Bank of Montreal sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2024, closing a stake of 6,300 shares — an estimated $97.9K sold.

Bank of Montreal first reported a position in IGV in Q2 2013 and held it in 31 quarters. The position peaked at $166M in Q2 2020. 485 funds tracked by Wall St. Rank hold IGV as of Q3 2024.

Bank of Montreal reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 6,300 iShares Expanded Tech-Software Sector ETF shares in Q3 2024, an estimated $97.9K.
Bank of Montreal first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and held it in 31 quarters.
Bank of Montreal's iShares Expanded Tech-Software Sector ETF position peaked at $166M in Q2 2020.
485 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.