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Impact Partnership Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Impact Partnership Wealth’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
-505
Closed -$41K – 783
2023
Q4 		$41K Sell
505
-290
-36% -$21.5K 0.02% 357
2023
Q3 		$54.3K Hold
795
– – 0.02% 388
2023
Q2 		$55K Buy
+795
New +$49.9K 0.02% 250

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

Impact Partnership Wealth's IGV Position: Q1 2024 in Review

Impact Partnership Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024, closing a stake of 505 shares — an estimated $41K sold.

Impact Partnership Wealth first reported a position in IGV in Q2 2023 and held it in 3 quarters. The position peaked at $55K in Q2 2023. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

  • Impact Partnership Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 505 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $41K.
  • Impact Partnership Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and held it in 3 quarters.
  • Impact Partnership Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $55K in Q2 2023.
  • 474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Impact Partnership Wealth's 13F filing for Q1 2024, filed 13 May 2024.