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Grove Bank & Trust’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Grove Bank & Trust’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
2023
Q2 		– Sell
-245
Closed -$14.9K – 684
2023
Q1 		$14.9K Sell
245
-5
-2% -$280 ﹤0.01% 481
2022
Q4 		$13K Buy
+250
New +$13K ﹤0.01% 484

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 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

Grove Bank & Trust's IGV Position: Q2 2023 in Review

Grove Bank & Trust sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2023, closing a stake of 245 shares — an estimated $14.9K sold.

Grove Bank & Trust first reported a position in IGV in Q4 2022 and held it in 2 quarters. The position peaked at $14.9K in Q1 2023. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

  • Grove Bank & Trust reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2023 after selling out during the quarter.
  • Grove Bank & Trust sold 245 iShares Expanded Tech-Software Sector ETF shares in Q2 2023, an estimated $14.9K.
  • Grove Bank & Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and held it in 2 quarters.
  • Grove Bank & Trust's iShares Expanded Tech-Software Sector ETF position peaked at $14.9K in Q1 2023.
  • 412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on Grove Bank & Trust's 13F filing for Q2 2023, filed 27 Jul 2023.