Missouri Trust & Investment Company’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Missouri Trust & Investment Company’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 Q2	–	Sell	-225	Closed	-$19.2K	–	407
2024 Q1	$19.2K	Sell	225 -25	-10%	-$2.11K	0.01%	272
2023 Q4	$20.3K	Hold	250	–	–	0.01%	261
2023 Q3	$17.1K	Hold	250	–	–	0.01%	260
2023 Q2	$17.3K	Sell	250 -215	-46%	-$13.5K	0.01%	274
2023 Q1	$28.3K	Buy	+465	New	+$26.1K	0.02%	206

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Missouri Trust & Investment Company's IGV Position: Q2 2024 in Review

Missouri Trust & Investment Company sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2024, closing a stake of 225 shares — an estimated $19.2K sold.

Missouri Trust & Investment Company first reported a position in IGV in Q1 2023 and held it in 5 quarters. The position peaked at $28.3K in Q1 2023. 487 funds tracked by Wall St. Rank hold IGV as of Q2 2024.

Missouri Trust & Investment Company reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2024 after selling out during the quarter.
Missouri Trust & Investment Company sold 225 iShares Expanded Tech-Software Sector ETF shares in Q2 2024, an estimated $19.2K.
Missouri Trust & Investment Company first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 5 quarters.
Missouri Trust & Investment Company's iShares Expanded Tech-Software Sector ETF position peaked at $28.3K in Q1 2023.
487 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2024.

Based on Missouri Trust & Investment Company's 13F filing for Q2 2024, filed 14 Aug 2024.