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Coulter & Justus Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Coulter & Justus Financial 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
2024
Q1 		$11.7M Buy
+137,195
New +$11.6M 2.6% 15

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

Coulter & Justus Financial Services's IGV Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024: 137,195 shares worth $11.7M. The stake represents 2.6% of the portfolio and ranks #15 among its holdings.

474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

  • Coulter & Justus Financial Services held 137,195 shares of iShares Expanded Tech-Software Sector ETF worth $11.7M as of Q1 2024.
  • iShares Expanded Tech-Software Sector ETF was a new Coulter & Justus Financial Services position in Q1 2024.
  • iShares Expanded Tech-Software Sector ETF made up 2.6% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #15 holding.
  • 474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.