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

Kinloch Capital’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
-4,135
Closed -$282K – 71
2023
Q3 		$282K Buy
+4,135
New +$290K 0.18% 60

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 $14.7B AUM 47% 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

Kinloch Capital's IGV Position: Q4 2023 in Review

Kinloch Capital sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023, closing a stake of 4,135 shares — an estimated $282K sold.

Kinloch Capital first reported a position in IGV in Q3 2023 and held it in 1 quarter. The position peaked at $282K in Q3 2023. 480 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

  • Kinloch Capital reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2023 after selling out during the quarter.
  • Kinloch Capital sold 4,135 iShares Expanded Tech-Software Sector ETF shares in Q4 2023, an estimated $282K.
  • Kinloch Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and held it in 1 quarter.
  • Kinloch Capital's iShares Expanded Tech-Software Sector ETF position peaked at $282K in Q3 2023.
  • 480 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on Kinloch Capital's 13F filing for Q4 2023, filed 14 Feb 2024.