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Ellevest Inc’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ellevest Inc’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
-705
Closed -$43K – 945
2023
Q1 		$43K Buy
+705
New +$39.5K ﹤0.01% 638

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

Ellevest Inc's IGV Position: Q2 2023 in Review

Ellevest Inc sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2023, closing a stake of 705 shares — an estimated $43K sold.

Ellevest Inc first reported a position in IGV in Q1 2023 and held it in 1 quarter. The position peaked at $43K in Q1 2023. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

  • Ellevest Inc reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 705 iShares Expanded Tech-Software Sector ETF shares in Q2 2023, an estimated $43K.
  • Ellevest Inc first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 1 quarter.
  • Ellevest Inc's iShares Expanded Tech-Software Sector ETF position peaked at $43K in Q1 2023.
  • 412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.