Focus Financial Network’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Focus Financial Network’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	-3,370	Closed	-$273K	–	683
2023 Q4	$273K	Buy	+3,370	New	+$249K	0.01%	603
2022 Q1	–	Sell	-5,045	Closed	-$401K	–	559
2021 Q4	$401K	Buy	5,045 +390	+8%	+$32.6K	0.06%	251
2021 Q3	$371K	Sell	4,655 -50	-1%	-$4.08K	0.05%	308
2021 Q2	$367K	Buy	4,705 +190	+4%	+$13.8K	0.05%	311
2021 Q1	$308K	Buy	+4,515	New	+$320K	0.04%	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

Focus Financial Network's IGV Position: Q1 2024 in Review

Focus Financial Network sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024, closing a stake of 3,370 shares — an estimated $273K sold.

Focus Financial Network first reported a position in IGV in Q1 2021 and held it in 5 quarters. The position peaked at $401K in Q4 2021. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

Focus Financial Network reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2024 after selling out during the quarter.
Focus Financial Network sold 3,370 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $273K.
Focus Financial Network first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2021 and held it in 5 quarters.
Focus Financial Network's iShares Expanded Tech-Software Sector ETF position peaked at $401K in Q4 2021.
474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Focus Financial Network's 13F filing for Q1 2024, filed 24 Apr 2024.