Burleson & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Burleson & Co’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
2022 Q4	$23.3K	Buy	+455	New	+$23.6K	0.01%	220

Other funds holding IGV

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

MIFH

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Burleson & Co's IGV Position: Q4 2022 in Review

Burleson & Co opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022: 455 shares worth $23.3K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings.

377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

Burleson & Co held 455 shares of iShares Expanded Tech-Software Sector ETF worth $23.3K as of Q4 2022.
iShares Expanded Tech-Software Sector ETF was a new Burleson & Co position in Q4 2022.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Burleson & Co's portfolio in Q4 2022, its #220 holding.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.