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Baron Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Baron Financial Group’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
Q1 		– Sell
-10,600
Closed -$542K – 57
2022
Q4 		$542K Sell
10,600
-1,525
-13% -$79K 0.36% 38
2022
Q3 		$607K Buy
+12,125
New +$689K 0.41% 38

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Baron Financial Group's IGV Position: Q1 2023 in Review

Baron Financial Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2023, closing a stake of 10,600 shares — an estimated $542K sold.

Baron Financial Group first reported a position in IGV in Q3 2022 and held it in 2 quarters. The position peaked at $607K in Q3 2022. 374 funds tracked by Wall St. Rank hold IGV as of Q1 2023.

  • Baron Financial Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2023 after selling out during the quarter.
  • Baron Financial Group sold 10,600 iShares Expanded Tech-Software Sector ETF shares in Q1 2023, an estimated $542K.
  • Baron Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2022 and held it in 2 quarters.
  • Baron Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $607K in Q3 2022.
  • 374 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2023.

Based on Baron Financial Group's 13F filing for Q1 2023, filed 6 Apr 2023.