Blue Bell Private Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Blue Bell Private 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 Q3	–	Sell	-265	Closed	-$18.3K	–	690
2023 Q2	$18.3K	Hold	265	–	–	﹤0.01%	364
2023 Q1	$16.1K	Hold	265	–	–	﹤0.01%	340
2022 Q4	$13.6K	Hold	265	–	–	﹤0.01%	345
2022 Q3	$13K	Hold	265	–	–	﹤0.01%	348
2022 Q2	$14K	Hold	265	–	–	﹤0.01%	351
2022 Q1	$18K	Hold	265	–	–	0.01%	336
2021 Q4	$21K	Buy	+265	New	+$22.1K	0.01%	302

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Blue Bell Private Wealth Management's IGV Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2023, closing a stake of 265 shares — an estimated $18.3K sold.

Blue Bell Private Wealth Management first reported a position in IGV in Q4 2021 and held it in 7 quarters. The position peaked at $21K in Q4 2021. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

Blue Bell Private Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 265 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $18.3K.
Blue Bell Private Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 7 quarters.
Blue Bell Private Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $21K in Q4 2021.
417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.