GG
IGV icon

Gofen & Glossberg’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Gofen & Glossberg’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
2022
Q4 		$219K Hold
4,285
– – 0.01% 502
2022
Q3 		$214K Hold
4,285
– – 0.01% 481
2022
Q2 		$231K Hold
4,285
– – 0.01% 472
2022
Q1 		$295K Buy
+4,285
New +$294K 0.01% 440

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Gofen & Glossberg's IGV Position: Q4 2022 in Review

Gofen & Glossberg held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q4 2022 at 4,285 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #502.

Gofen & Glossberg first reported a position in IGV in Q1 2022 and has held it in 4 quarters since. The position peaked at $295K in Q1 2022. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

  • Gofen & Glossberg held 4,285 shares of iShares Expanded Tech-Software Sector ETF worth $219K as of Q4 2022.
  • Gofen & Glossberg left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q4 2022.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #502 holding.
  • Gofen & Glossberg first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 4 quarters since.
  • Gofen & Glossberg's iShares Expanded Tech-Software Sector ETF position peaked at $295K in Q1 2022.
  • 377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.