IP
IGV icon

Interval Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Interval Partners’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
-5,210
Closed -$42.3M – 366
2023
Q4 		$42.3M Buy
+5,210
New +$385K 1.84% 12
2022
Q1 		– Sell
-500,000
Closed -$39.8M – 306
2021
Q4 		$39.8M Buy
500,000
+61,000
+14% +$5.09M 2.71% 9
2021
Q3 		$35M Buy
439,000
+14,500
+3% +$1.18M 2.06% 13
2021
Q2 		$33.1M Buy
+424,500
New +$30.8M 2% 13
2021
Q1 		– Sell
-375,000
Closed -$26.6M – 306
2020
Q4 		$26.6M Buy
+375,000
New +$24.8M 1.56% 24
2020
Q3 		– Sell
-797,500
Closed -$45.3M – 286
2020
Q2 		$45.3M Buy
+797,500
New +$40M 4.49% 5

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 $1.47T 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 $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return