Game Plan Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Game Plan Financial 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 Q4	–	Sell	-30	Closed	-$2.68K	–	397
2024 Q3	$2.68K	Hold	30	–	–	﹤0.01%	300
2024 Q2	$2.61K	Hold	30	–	–	﹤0.01%	295
2024 Q1	$2.56K	Hold	30	–	–	﹤0.01%	334
2023 Q4	$2.43K	Buy	+30	New	+$2.22K	﹤0.01%	331

Other funds holding IGV

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

Morgan Stanley New York $1.66T AUM 25.57% 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

MIFH

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

Game Plan Financial Advisors's IGV Position: Q4 2024 in Review

Game Plan Financial Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2024, closing a stake of 30 shares — an estimated $2.68K sold.

Game Plan Financial Advisors first reported a position in IGV in Q4 2023 and held it in 4 quarters. The position peaked at $2.68K in Q3 2024. 620 funds tracked by Wall St. Rank hold IGV as of Q4 2024.

Game Plan Financial Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2024 after selling out during the quarter.
Game Plan Financial Advisors sold 30 iShares Expanded Tech-Software Sector ETF shares in Q4 2024, an estimated $2.68K.
Game Plan Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and held it in 4 quarters.
Game Plan Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $2.68K in Q3 2024.
620 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2024.

Based on Game Plan Financial Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.