Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q4	–	Sell	-11,900	Closed	-$595K	–	592
2022 Q3	$595K	Buy	+11,900	New	+$676K	0.01%	185
2021 Q4	–	Sell	-175	Closed	-$14K	–	746
2021 Q3	$14K	Buy	+175	New	+$14.3K	﹤0.01%	553

Other funds holding IGV

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BGDI

BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's IGV Position: Q4 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2022, closing a stake of 11,900 shares — an estimated $595K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IGV in Q3 2021 and held it in 2 quarters. The position peaked at $595K in Q3 2022. 377 funds tracked by Wall St. Rank hold IGV as of Q4 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 11,900 iShares Expanded Tech-Software Sector ETF shares in Q4 2022, an estimated $595K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $595K in Q3 2022.
377 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.