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Cascadia Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cascadia Advisory Services’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
2019
Q4 		$230K Buy
+4,925
New +$218K 0.07% 221

Other funds holding IGV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Cascadia Advisory Services's IGV Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2019: 4,925 shares worth $230K. The stake represents 0.07% of the portfolio and ranks #221 among its holdings.

260 funds tracked by Wall St. Rank hold IGV as of Q4 2019.

  • Cascadia Advisory Services held 4,925 shares of iShares Expanded Tech-Software Sector ETF worth $230K as of Q4 2019.
  • iShares Expanded Tech-Software Sector ETF was a new Cascadia Advisory Services position in Q4 2019.
  • iShares Expanded Tech-Software Sector ETF made up 0.07% of Cascadia Advisory Services's portfolio in Q4 2019, its #221 holding.
  • 260 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.