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

BigSur 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
2024
Q4 		– Sell
-285
Closed -$25.5K – 161
2024
Q3 		$25.5K Buy
+285
New +$24.4K 0.01% 161

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BigSur Wealth Management's IGV Position: Q4 2024 in Review

BigSur Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2024, closing a stake of 285 shares — an estimated $25.5K sold.

BigSur Wealth Management first reported a position in IGV in Q3 2024 and held it in 1 quarter. The position peaked at $25.5K in Q3 2024. 620 funds tracked by Wall St. Rank hold IGV as of Q4 2024.

  • BigSur Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2024 after selling out during the quarter.
  • BigSur Wealth Management sold 285 iShares Expanded Tech-Software Sector ETF shares in Q4 2024, an estimated $25.5K.
  • BigSur Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and held it in 1 quarter.
  • BigSur Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $25.5K in Q3 2024.
  • 620 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2024.

Based on BigSur Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.