ICA Group Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

ICA Group Wealth Management’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 Q2	$4.34K	Sell	50 -50	-50%	-$4.11K	﹤0.01%	601
2024 Q1	$8.53K	Hold	100	–	–	﹤0.01%	919
2023 Q4	$8.11K	Buy	+100	New	+$7.4K	﹤0.01%	913
2023 Q3	–	Sell	-150	Closed	-$10.4K	–	684
2023 Q2	$10.4K	Hold	150	–	–	﹤0.01%	834
2023 Q1	$9.14K	Hold	150	–	–	﹤0.01%	825
2022 Q4	$8.46K	Buy	+150	New	+$7.78K	﹤0.01%	857

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

ICA Group Wealth Management's IGV Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 50% in Q2 2024, selling an estimated $4.11K and leaving 50 shares worth $4.34K. The position accounts for ﹤0.01% of the portfolio, ranked #601.

ICA Group Wealth Management first reported a position in IGV in Q4 2022 and has held it in 6 quarters since. The position peaked at $10.4K in Q2 2023. 487 funds tracked by Wall St. Rank hold IGV as of Q2 2024.

ICA Group Wealth Management held 50 shares of iShares Expanded Tech-Software Sector ETF worth $4.34K as of Q2 2024.
ICA Group Wealth Management sold 50 iShares Expanded Tech-Software Sector ETF shares in Q2 2024, an estimated $4.11K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #601 holding.
ICA Group Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 6 quarters since.
ICA Group Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $10.4K in Q2 2023.
487 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.