HCA
IGV icon

Heck Capital Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Heck Capital Advisors’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 		– Sell
-68,895
Closed -$4.7M – 198
2023
Q3 		$4.7M Buy
+68,895
New +$4.83M 0.87% 35

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heck Capital Advisors's IGV Position: Q4 2023 in Review

Heck Capital Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023, closing a stake of 68,895 shares — an estimated $4.7M sold.

Heck Capital Advisors first reported a position in IGV in Q3 2023 and held it in 1 quarter. The position peaked at $4.7M in Q3 2023. 480 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

  • Heck Capital Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2023 after selling out during the quarter.
  • Heck Capital Advisors sold 68,895 iShares Expanded Tech-Software Sector ETF shares in Q4 2023, an estimated $4.7M.
  • Heck Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and held it in 1 quarter.
  • Heck Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $4.7M in Q3 2023.
  • 480 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on Heck Capital Advisors's 13F filing for Q4 2023, filed 19 May 2025.