Fukoku Mutual Life Insurance’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Fukoku Mutual Life Insurance’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 Q1	–	Sell	-150,000	Closed	-$7.68M	–	268
2022 Q4	$7.68M	Hold	150,000	–	–	0.65%	46
2022 Q3	$7.5M	Sell	150,000 -70,000	-32%	-$3.98M	0.7%	46
2022 Q2	$11.9M	Hold	220,000	–	–	1.01%	39
2022 Q1	$15.2M	Hold	220,000	–	–	1.15%	34
2021 Q4	$17.5M	Hold	220,000	–	–	1.29%	31
2021 Q3	$17.6M	Hold	220,000	–	–	1.37%	30
2021 Q2	$17.2M	Hold	220,000	–	–	1.37%	30
2021 Q1	$15M	Hold	220,000	–	–	1.45%	26
2020 Q4	$15.6M	Hold	220,000	–	–	1.61%	23
2020 Q3	$13.7M	Hold	220,000	–	–	1.45%	26
2020 Q2	$12.5M	Hold	220,000	–	–	1.41%	27
2020 Q1	$9.25M	Sell	220,000 -10,750	-5%	-$508K	1.34%	28
2019 Q4	$10.8M	Buy	230,750 +10,750	+5%	+$477K	1.17%	33
2019 Q3	$9.32M	Hold	220,000	–	–	1.08%	38
2019 Q2	$9.61M	Hold	220,000	–	–	1.17%	36
2019 Q1	$9.28M	Hold	220,000	–	–	1.19%	37
2018 Q4	$7.63M	Buy	+220,000	New	+$7.98M	1.06%	41

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

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fukoku Mutual Life Insurance's IGV Position: Q1 2023 in Review

Fukoku Mutual Life Insurance sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2023, closing a stake of 150,000 shares — an estimated $7.68M sold.

Fukoku Mutual Life Insurance first reported a position in IGV in Q4 2018 and held it in 17 quarters. The position peaked at $17.6M in Q3 2021. 374 funds tracked by Wall St. Rank hold IGV as of Q1 2023.

Fukoku Mutual Life Insurance reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2023 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 150,000 iShares Expanded Tech-Software Sector ETF shares in Q1 2023, an estimated $7.68M.
Fukoku Mutual Life Insurance first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and held it in 17 quarters.
Fukoku Mutual Life Insurance's iShares Expanded Tech-Software Sector ETF position peaked at $17.6M in Q3 2021.
374 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2023.

Based on Fukoku Mutual Life Insurance's 13F filing for Q1 2023, filed 18 Apr 2023.