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Forza Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Forza Wealth Management’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
Q4 		– Sell
-15,425
Closed -$1.05M – 177
2023
Q3 		$1.05M Hold
15,425
– – 0.54% 60
2023
Q2 		$1.07M Sell
15,425
-565
-4% -$35.5K 0.54% 59
2023
Q1 		$974K Buy
+15,990
New +$896K 0.5% 68

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Forza Wealth Management's IGV Position: Q4 2023 in Review

Forza Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023, closing a stake of 15,425 shares — an estimated $1.05M sold.

Forza Wealth Management first reported a position in IGV in Q1 2023 and held it in 3 quarters. The position peaked at $1.07M in Q2 2023. 480 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

  • Forza Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2023 after selling out during the quarter.
  • Forza Wealth Management sold 15,425 iShares Expanded Tech-Software Sector ETF shares in Q4 2023, an estimated $1.05M.
  • Forza Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 3 quarters.
  • Forza Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.07M in Q2 2023.
  • 480 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on Forza Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.