Gradient Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Gradient Investments’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 Q3	–	Sell	-275	Closed	-$23.9K	–	791
2024 Q2	$23.9K	Hold	275	–	–	﹤0.01%	605
2024 Q1	$23.4K	Sell	275 -110	-29%	-$9.28K	﹤0.01%	519
2023 Q4	$31.2K	Hold	385	–	–	﹤0.01%	634
2023 Q3	$26.3K	Hold	385	–	–	﹤0.01%	625
2023 Q2	$26.6K	Buy	+385	New	+$24.2K	﹤0.01%	635
2021 Q1	–	Sell	-480	Closed	-$30K	–	1206
2020 Q4	$30K	Hold	480	–	–	﹤0.01%	487
2020 Q3	$30K	Buy	+480	New	+$28.8K	﹤0.01%	491
2018 Q4	–	Sell	-510	Closed	-$21K	–	996
2018 Q3	$21K	Hold	510	–	–	﹤0.01%	492
2018 Q2	$19K	Hold	510	–	–	﹤0.01%	494
2018 Q1	$17K	Buy	+510	New	+$17.3K	﹤0.01%	510
2016 Q3	–	Sell	-120	Closed	-$3K	–	739
2016 Q2	$3K	Sell	120 -100	-45%	-$2.06K	﹤0.01%	585
2016 Q1	$4K	Buy	+220	New	+$4.16K	﹤0.01%	565

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMEA

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gradient Investments's IGV Position: Q3 2024 in Review

Gradient Investments sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2024, closing a stake of 275 shares — an estimated $23.9K sold.

Gradient Investments first reported a position in IGV in Q1 2016 and held it in 12 quarters. The position peaked at $31.2K in Q4 2023. 485 funds tracked by Wall St. Rank hold IGV as of Q3 2024.

Gradient Investments reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 275 iShares Expanded Tech-Software Sector ETF shares in Q3 2024, an estimated $23.9K.
Gradient Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2016 and held it in 12 quarters.
Gradient Investments's iShares Expanded Tech-Software Sector ETF position peaked at $31.2K in Q4 2023.
485 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.