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

Equius 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
2022 Q4	$263K	Buy	+5,145	New	+$267K	0.08%	17

Other funds holding IGV

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Equius Partners's IGV Position: Q4 2022 in Review

Equius Partners opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022: 5,145 shares worth $263K. The stake represents 0.08% of the portfolio and ranks #17 among its holdings.

377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

Equius Partners held 5,145 shares of iShares Expanded Tech-Software Sector ETF worth $263K as of Q4 2022.
iShares Expanded Tech-Software Sector ETF was a new Equius Partners position in Q4 2022.
iShares Expanded Tech-Software Sector ETF made up 0.08% of Equius Partners's portfolio in Q4 2022, its #17 holding.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.