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

Milestone Advisory 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
2023
Q3 		$3.18M Buy
46,650
+3,015
+7% +$211K 2.65% 12
2023
Q2 		$3.02M Buy
43,635
+3,595
+9% +$226K 2.73% 10
2023
Q1 		$2.44M Buy
40,040
+3,505
+10% +$196K 2.25% 16
2022
Q4 		$1.87M Sell
36,535
-830
-2% -$43K 1.39% 18
2022
Q3 		$1.87M Buy
37,365
+12,405
+50% +$705K 1.4% 18
2022
Q2 		$1.37M Sell
24,960
-33,480
-57% -$1.97M 1.11% 21
2022
Q1 		$4.03M Sell
58,440
-9,110
-13% -$626K 2.17% 14
2021
Q4 		$5.37M Sell
67,550
-700
-1% -$58.5K 2.71% 12
2021
Q3 		$5.45M Buy
68,250
+2,085
+3% +$170K 3.2% 9
2021
Q2 		$5.16M Sell
66,165
-2,360
-3% -$171K 2.72% 11
2021
Q1 		$4.68M Buy
68,525
+685
+1% +$48.6K 2.5% 15
2020
Q4 		$4.8M Buy
67,840
+710
+1% +$47K 2.74% 14
2020
Q3 		$4.18M Hold
67,130
– – 2.6% 12
2020
Q2 		$3.82M Sell
67,130
-11,490
-15% -$576K 2.24% 14
2020
Q1 		$3.31M Sell
78,620
-3,290
-4% -$156K 2.3% 10
2019
Q4 		$3.82M Sell
81,910
-155
-0.2% -$6.87K 2.01% 16
2019
Q3 		$3.48M Buy
82,065
+12,415
+18% +$543K 1.96% 16
2019
Q2 		$3.04M Buy
69,650
+730
+1% +$31.3K 1.85% 16
2019
Q1 		$2.91M Sell
68,920
-7,305
-10% -$288K 1.88% 16
2018
Q4 		$2.62M Sell
76,225
-11,360
-13% -$412K 2.27% 9
2018
Q3 		$3.59M Sell
87,585
-65
-0.1% -$2.54K 2.55% 16
2018
Q2 		$3.2M Sell
87,650
-2,185
-2% -$78.8K 2.38% 13
2018
Q1 		$3.05M Sell
89,835
-2,910
-3% -$98.4K 2.28% 14
2017
Q4 		$2.87M Buy
+92,745
New +$2.86M 2.15% 17

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Milestone Advisory Partners's IGV Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 6.9% in Q3 2023, buying an estimated $211K and bringing the position to 46,650 shares worth $3.18M. The position accounts for 2.65% of the portfolio, ranked #12.

Milestone Advisory Partners first reported a position in IGV in Q4 2017 and has held it in 24 quarters since. The position peaked at $5.45M in Q3 2021. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

  • Milestone Advisory Partners held 46,650 shares of iShares Expanded Tech-Software Sector ETF worth $3.18M as of Q3 2023.
  • Milestone Advisory Partners bought 3,015 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $211K.
  • iShares Expanded Tech-Software Sector ETF made up 2.65% of Milestone Advisory Partners's portfolio in Q3 2023, its #12 holding.
  • Milestone Advisory Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and has held it in 24 quarters since.
  • Milestone Advisory Partners's iShares Expanded Tech-Software Sector ETF position peaked at $5.45M in Q3 2021.
  • 417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.