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Greenwood Gearhart’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Greenwood Gearhart’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
-1,315
Closed -$106K – 182
2023
Q4 		$106K Sell
1,315
-192,745
-99% -$14.3M 0.01% 129
2023
Q3 		$13.2M Buy
194,060
+770
+0.4% +$54K 1.57% 25
2023
Q2 		$13.4M Buy
193,290
+8,175
+4% +$513K 1.56% 26
2023
Q1 		$11.3M Buy
185,115
+17,790
+11% +$997K 1.44% 33
2022
Q4 		$8.56M Buy
167,325
+8,015
+5% +$415K 1.21% 39
2022
Q3 		$7.97M Buy
159,310
+9,725
+7% +$553K 1.27% 34
2022
Q2 		$8.07M Buy
149,585
+9,800
+7% +$576K 1.28% 37
2022
Q1 		$9.64M Buy
139,785
+11,265
+9% +$774K 1.32% 35
2021
Q4 		$10.2M Sell
128,520
-63,265
-33% -$5.28M 1.41% 33
2021
Q3 		$15.3M Buy
191,785
+8,675
+5% +$708K 2.37% 15
2021
Q2 		$14.3M Buy
183,110
+8,775
+5% +$636K 2.3% 16
2021
Q1 		$11.9M Buy
174,335
+9,645
+6% +$684K 2.12% 19
2020
Q4 		$11.7M Buy
164,690
+7,925
+5% +$525K 2.27% 17
2020
Q3 		$9.76M Buy
+156,765
New +$9.42M 2.26% 17

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Greenwood Gearhart's IGV Position: Q1 2024 in Review

Greenwood Gearhart sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024, closing a stake of 1,315 shares — an estimated $106K sold.

Greenwood Gearhart first reported a position in IGV in Q3 2020 and held it in 14 quarters. The position peaked at $15.3M in Q3 2021. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

  • Greenwood Gearhart reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2024 after selling out during the quarter.
  • Greenwood Gearhart sold 1,315 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $106K.
  • Greenwood Gearhart first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and held it in 14 quarters.
  • Greenwood Gearhart's iShares Expanded Tech-Software Sector ETF position peaked at $15.3M in Q3 2021.
  • 474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Greenwood Gearhart's 13F filing for Q1 2024, filed 15 May 2024.