Camarda Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Camarda Financial Advisors’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 Q4	–	Sell	-3,295	Closed	-$225K	–	80
2023 Q3	$225K	Sell	3,295 -395	-11%	-$27.7K	0.15%	63
2023 Q2	$255K	Buy	+3,690	New	+$232K	0.13%	66
2019 Q2	–	Sell	-335	Closed	-$14K	–	533
2019 Q1	$14K	Buy	+335	New	+$13.2K	0.03%	162

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

HIIFS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Camarda Financial Advisors's IGV Position: Q4 2023 in Review

Camarda Financial Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023, closing a stake of 3,295 shares — an estimated $225K sold.

Camarda Financial Advisors first reported a position in IGV in Q1 2019 and held it in 3 quarters. The position peaked at $255K in Q2 2023. 480 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

Camarda Financial Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2023 after selling out during the quarter.
Camarda Financial Advisors sold 3,295 iShares Expanded Tech-Software Sector ETF shares in Q4 2023, an estimated $225K.
Camarda Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and held it in 3 quarters.
Camarda Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $255K in Q2 2023.
480 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on Camarda Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.