BFWM
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Bright Futures Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bright Futures 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
-4,233
Closed -$397K – 174
2024
Q3 		$397K Buy
4,233
+485
+13% +$41.6K 0.19% 135
2024
Q2 		$301K Buy
3,748
+222
+6% +$18.2K 0.16% 154
2024
Q1 		$305K Buy
+3,526
New +$298K 0.16% 153

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

Bright Futures Wealth Management's IGV Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2024, closing a stake of 4,233 shares — an estimated $397K sold.

Bright Futures Wealth Management first reported a position in IGV in Q1 2024 and held it in 3 quarters. The position peaked at $397K in Q3 2024. 620 funds tracked by Wall St. Rank hold IGV as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 4,233 iShares Expanded Tech-Software Sector ETF shares in Q4 2024, an estimated $397K.
  • Bright Futures Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $397K in Q3 2024.
  • 620 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.