Charles D. Hyman’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Charles D. Hyman’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 Q2	$3.21M	Hold	36,945	–	–	0.18%	79
2024 Q1	$3.15M	Hold	36,945	–	–	0.17%	81
2023 Q4	$3M	Hold	36,945	–	–	0.18%	82
2023 Q3	$2.52M	Sell	36,945 -2,315	-6%	-$162K	0.16%	85
2023 Q2	$2.72M	Hold	39,260	–	–	0.17%	83
2023 Q1	$2.39M	Hold	39,260	–	–	0.16%	88
2022 Q4	$2.01M	Hold	39,260	–	–	0.14%	88
2022 Q3	$1.96M	Sell	39,260 -15	-0%	-$852	0.15%	88
2022 Q2	$2.12M	Hold	39,275	–	–	0.15%	85
2022 Q1	$2.71M	Hold	39,275	–	–	0.17%	85
2021 Q4	$3.12M	Hold	39,275	–	–	0.2%	79
2021 Q3	$3.13M	Hold	39,275	–	–	0.22%	76
2021 Q2	$3.06M	Hold	39,275	–	–	0.21%	77
2021 Q1	$2.68M	Hold	39,275	–	–	0.2%	79
2020 Q4	$2.78M	Hold	39,275	–	–	0.22%	76
2020 Q3	$2.44M	Hold	39,275	–	–	0.22%	77
2020 Q2	$2.23M	Buy	+39,275	New	+$1.97M	0.22%	78

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Charles D. Hyman's IGV Position: Q2 2024 in Review

Charles D. Hyman held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2024 at 36,945 shares worth $3.21M. The position accounts for 0.18% of the portfolio, ranked #79.

Charles D. Hyman first reported a position in IGV in Q2 2020 and has held it in 17 quarters since. 487 funds tracked by Wall St. Rank hold IGV as of Q2 2024.

Charles D. Hyman held 36,945 shares of iShares Expanded Tech-Software Sector ETF worth $3.21M as of Q2 2024.
Charles D. Hyman left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2024.
iShares Expanded Tech-Software Sector ETF made up 0.18% of Charles D. Hyman's portfolio in Q2 2024, its #79 holding.
Charles D. Hyman first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 17 quarters since.
487 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.