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

Cetera 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
2024
Q1 		$7.09M Buy
83,181
+11,611
+16% +$980K 0.06% 347
2023
Q4 		$5.81M Sell
71,570
-22,825
-24% -$1.69M 0.08% 236
2023
Q3 		$6.44M Buy
94,395
+1,640
+2% +$115K 0.1% 206
2023
Q2 		$6.42M Buy
92,755
+1,095
+1% +$68.8K 0.1% 202
2023
Q1 		$5.59M Sell
91,660
-3,185
-3% -$179K 0.09% 226
2022
Q4 		$4.85M Buy
94,845
+3,255
+4% +$169K 0.09% 241
2022
Q3 		$4.58M Buy
91,590
+11,630
+15% +$661K 0.12% 181
2022
Q2 		$4.31M Buy
79,960
+18,835
+31% +$1.11M 0.1% 202
2022
Q1 		$4.22M Buy
61,125
+12,725
+26% +$874K 0.08% 252
2021
Q4 		$3.85M Sell
48,400
-51,145
-51% -$4.27M 0.08% 256
2021
Q3 		$7.95M Buy
99,545
+47,740
+92% +$3.9M 0.15% 143
2021
Q2 		$4.04M Buy
51,805
+250
+0.5% +$18.1K 0.1% 219
2021
Q1 		$3.52M Buy
51,555
+2,835
+6% +$201K 0.1% 209
2020
Q4 		$3.45M Buy
48,720
+12,795
+36% +$848K 0.11% 184
2020
Q3 		$2.23M Buy
35,925
+5,530
+18% +$332K 0.08% 225
2020
Q2 		$1.73M Buy
30,395
+2,320
+8% +$116K 0.07% 253
2020
Q1 		$1.18M Buy
28,075
+5,940
+27% +$281K 0.06% 296
2019
Q4 		$1.03M Sell
22,135
-1,710
-7% -$75.8K 0.04% 363
2019
Q3 		$1.01M Buy
23,845
+3,625
+18% +$159K 0.04% 356
2019
Q2 		$885K Buy
20,220
+630
+3% +$27K 0.04% 396
2019
Q1 		$824K Sell
19,590
-5,465
-22% -$216K 0.04% 366
2018
Q4 		$871K Buy
25,055
+2,005
+9% +$72.7K 0.05% 340
2018
Q3 		$939K Buy
23,050
+14,665
+175% +$574K 0.05% 375
2018
Q2 		$305K Buy
+8,385
New +$302K 0.02% 664

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Advisors's IGV Position: Q1 2024 in Review

Cetera Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 16% in Q1 2024, buying an estimated $980K and bringing the position to 83,181 shares worth $7.09M. The position accounts for 0.06% of the portfolio, ranked #347.

Cetera Advisors first reported a position in IGV in Q2 2018 and has held it in 24 quarters since. The position peaked at $7.95M in Q3 2021. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

  • Cetera Advisors held 83,181 shares of iShares Expanded Tech-Software Sector ETF worth $7.09M as of Q1 2024.
  • Cetera Advisors bought 11,611 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $980K.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Cetera Advisors's portfolio in Q1 2024, its #347 holding.
  • Cetera Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 24 quarters since.
  • Cetera Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $7.95M in Q3 2021.
  • 474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.