GW & Wade’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

GW & Wade’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 Q4	$204K	Buy	+2,520	New	+$186K	0.01%	392

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GW & Wade's IGV Position: Q4 2023 in Review

GW & Wade opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023: 2,520 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #392 among its holdings.

480 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

GW & Wade held 2,520 shares of iShares Expanded Tech-Software Sector ETF worth $204K as of Q4 2023.
iShares Expanded Tech-Software Sector ETF was a new GW & Wade position in Q4 2023.
iShares Expanded Tech-Software Sector ETF made up 0.01% of GW & Wade's portfolio in Q4 2023, its #392 holding.
480 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.