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Benjamin F. Edwards & Company’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$1.54M Buy
17,745
+836
+5% +$68.7K 0.03% 430
2024
Q1 		$1.44M Sell
16,909
-76
-0.4% -$6.41K 0.03% 424
2023
Q4 		$1.38M Buy
16,985
+13,115
+339% +$970K 0.03% 418
2023
Q3 		$264K Buy
3,870
+1,835
+90% +$129K 0.01% 662
2023
Q2 		$141K Buy
2,035
+375
+23% +$23.5K 0.01% 805
2023
Q1 		$101K Sell
1,660
-380
-19% -$21.3K ﹤0.01% 905
2022
Q4 		$104K Hold
2,040
– – ﹤0.01% 891
2022
Q3 		$102K Buy
2,040
+410
+25% +$23.3K 0.01% 858
2022
Q2 		$88K Sell
1,630
-215
-12% -$12.6K ﹤0.01% 897
2022
Q1 		$127K Sell
1,845
-1,435
-44% -$98.5K 0.01% 808
2021
Q4 		$261K Buy
3,280
+220
+7% +$18.4K 0.01% 610
2021
Q3 		$244K Buy
3,060
+1,035
+51% +$84.5K 0.01% 611
2021
Q2 		$158K Sell
2,025
-4,500
-69% -$326K 0.01% 717
2021
Q1 		$446K Sell
6,525
-555
-8% -$39.3K 0.02% 487
2020
Q4 		$501K Buy
7,080
+500
+8% +$33.1K 0.03% 429
2020
Q3 		$410K Buy
6,580
+465
+8% +$27.9K 0.03% 433
2020
Q2 		$348K Sell
6,115
-30
-0.5% -$1.5K 0.03% 446
2020
Q1 		$258K Sell
6,145
-240
-4% -$11.3K 0.02% 466
2019
Q4 		$298K Buy
6,385
+625
+11% +$27.7K 0.02% 502
2019
Q3 		$244K Buy
5,760
+1,250
+28% +$54.7K 0.02% 515
2019
Q2 		$197K Buy
4,510
+2,205
+96% +$94.5K 0.02% 528
2019
Q1 		$97K Buy
+2,305
New +$91K 0.01% 698
2018
Q3 		– Sell
-95
Closed -$3K – 1623
2018
Q2 		$3K Buy
+95
New +$3.42K ﹤0.01% 1483

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Benjamin F. Edwards & Company's IGV Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.9% in Q2 2024, buying an estimated $68.7K and bringing the position to 17,745 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #430.

Benjamin F. Edwards & Company first reported a position in IGV in Q2 2018 and has held it in 23 quarters since. 487 funds tracked by Wall St. Rank hold IGV as of Q2 2024.

  • Benjamin F. Edwards & Company held 17,745 shares of iShares Expanded Tech-Software Sector ETF worth $1.54M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 836 iShares Expanded Tech-Software Sector ETF shares in Q2 2024, an estimated $68.7K.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #430 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 23 quarters since.
  • 487 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.