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Castleview Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Castleview Partners’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
Q2 		– Sell
-170
Closed -$10.4K – 704
2023
Q1 		$10.4K Hold
170
– – 0.01% 422
2022
Q4 		$8.7K Buy
+170
New +$8.81K 0.01% 384

Other funds holding IGV

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

Castleview Partners's IGV Position: Q2 2023 in Review

Castleview Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2023, closing a stake of 170 shares — an estimated $10.4K sold.

Castleview Partners first reported a position in IGV in Q4 2022 and held it in 2 quarters. The position peaked at $10.4K in Q1 2023. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

  • Castleview Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2023 after selling out during the quarter.
  • Castleview Partners sold 170 iShares Expanded Tech-Software Sector ETF shares in Q2 2023, an estimated $10.4K.
  • Castleview Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and held it in 2 quarters.
  • Castleview Partners's iShares Expanded Tech-Software Sector ETF position peaked at $10.4K in Q1 2023.
  • 412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on Castleview Partners's 13F filing for Q2 2023, filed 15 Aug 2023.