Baystate Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Baystate Wealth Management’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	-235	Closed	-$12K	–	1053
2022 Q4	$12K	Hold	235	–	–	﹤0.01%	537
2022 Q3	$12K	Hold	235	–	–	﹤0.01%	507
2022 Q2	$13K	Hold	235	–	–	﹤0.01%	518
2022 Q1	$16K	Hold	235	–	–	﹤0.01%	502
2021 Q4	$19K	Buy	+235	New	+$19.6K	﹤0.01%	478
2019 Q2	–	Sell	-285	Closed	-$12.2K	–	568
2019 Q1	$12K	Hold	285	–	–	﹤0.01%	361
2018 Q4	$11K	Hold	285	–	–	﹤0.01%	362
2018 Q3	$10K	Hold	285	–	–	﹤0.01%	376
2018 Q2	$11K	Hold	285	–	–	﹤0.01%	360
2018 Q1	$10K	Buy	+285	New	+$9.64K	﹤0.01%	362

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

MIFH

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

Goldman Sachs New York $871B AUM 31.28% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Baystate Wealth Management's IGV Position: Q1 2023 in Review

Baystate Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2023, closing a stake of 235 shares — an estimated $12K sold.

Baystate Wealth Management first reported a position in IGV in Q1 2018 and held it in 10 quarters. The position peaked at $19K in Q4 2021. 374 funds tracked by Wall St. Rank hold IGV as of Q1 2023.

Baystate Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2023 after selling out during the quarter.
Baystate Wealth Management sold 235 iShares Expanded Tech-Software Sector ETF shares in Q1 2023, an estimated $12K.
Baystate Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and held it in 10 quarters.
Baystate Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $19K in Q4 2021.
374 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2023.

Based on Baystate Wealth Management's 13F filing for Q1 2023, filed 25 Apr 2023.