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

FinTrust Capital 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	–	Sell	-350	Closed	-$28.4K	–	1291
2023 Q4	$28.4K	Hold	350	–	–	0.01%	631
2023 Q3	$23.9K	Hold	350	–	–	0.01%	626
2023 Q2	$17.9K	Hold	350	–	–	﹤0.01%	674
2023 Q1	$17.9K	Hold	350	–	–	﹤0.01%	672
2022 Q4	$17.9K	Hold	350	–	–	﹤0.01%	669
2022 Q3	$18K	Hold	350	–	–	﹤0.01%	735
2022 Q2	$20K	Hold	350	–	–	0.01%	733
2022 Q1	$24K	Hold	350	–	–	0.01%	718
2021 Q4	$28K	Hold	350	–	–	0.01%	654
2021 Q3	$28K	Hold	350	–	–	0.01%	654
2021 Q2	$27K	Buy	+350	New	+$25.4K	0.01%	676
2019 Q1	–	Sell	-1,850	Closed	-$64K	–	1294
2018 Q4	$64K	Buy	+1,850	New	+$67.1K	0.03%	334

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

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

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FinTrust Capital Advisors's IGV Position: Q1 2024 in Review

FinTrust Capital Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024, closing a stake of 350 shares — an estimated $28.4K sold.

FinTrust Capital Advisors first reported a position in IGV in Q4 2018 and held it in 12 quarters. The position peaked at $64K in Q4 2018. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

FinTrust Capital Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2024 after selling out during the quarter.
FinTrust Capital Advisors sold 350 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $28.4K.
FinTrust Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and held it in 12 quarters.
FinTrust Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $64K in Q4 2018.
474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on FinTrust Capital Advisors's 13F filing for Q1 2024, filed 2 May 2024.