Global Wealth Management Investment Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Global Wealth Management Investment Advisory’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	-420	Closed	-$34.1K	–	280
2023 Q4	$34.1K	Hold	420	–	–	0.01%	219
2023 Q3	$28.7K	Hold	420	–	–	0.01%	225
2023 Q2	$29.1K	Buy	+420	New	+$26.4K	0.01%	226

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

Global Wealth Management Investment Advisory's IGV Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024, closing a stake of 420 shares — an estimated $34.1K sold.

Global Wealth Management Investment Advisory first reported a position in IGV in Q2 2023 and held it in 3 quarters. The position peaked at $34.1K in Q4 2023. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 420 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $34.1K.
Global Wealth Management Investment Advisory first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and held it in 3 quarters.
Global Wealth Management Investment Advisory's iShares Expanded Tech-Software Sector ETF position peaked at $34.1K in Q4 2023.
474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.