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Marino Stram & Associates’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Marino Stram & Associates’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
2021
Q3 		– Sell
-2,575
Closed -$201K – 210
2021
Q2 		$201K Buy
+2,575
New +$187K 0.05% 244

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marino Stram & Associates's IGV Position: Q3 2021 in Review

Marino Stram & Associates sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2021, closing a stake of 2,575 shares — an estimated $201K sold.

Marino Stram & Associates first reported a position in IGV in Q2 2021 and held it in 1 quarter. The position peaked at $201K in Q2 2021. 387 funds tracked by Wall St. Rank hold IGV as of Q3 2021.

  • Marino Stram & Associates reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2021 after selling out during the quarter.
  • Marino Stram & Associates sold 2,575 iShares Expanded Tech-Software Sector ETF shares in Q3 2021, an estimated $201K.
  • Marino Stram & Associates first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and held it in 1 quarter.
  • Marino Stram & Associates's iShares Expanded Tech-Software Sector ETF position peaked at $201K in Q2 2021.
  • 387 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2021.

Based on Marino Stram & Associates's 13F filing for Q3 2021, filed 14 Oct 2021.