Mivtachim The Workers Social Insurance Fund’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Mivtachim The Workers Social Insurance Fund’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 Q3	–	Sell	-5,000	Closed	-$435K	–	41
2024 Q2	$435K	Hold	5,000	–	–	0.05%	35
2024 Q1	$426K	Sell	5,000 -712,500	-99%	-$60.1M	0.04%	36
2023 Q4	$58.2M	Hold	717,500	–	–	4.55%	5
2023 Q3	$49M	Buy	+717,500	New	+$50.3M	4.2%	7
2023 Q2	–	Sell	-5,000	Closed	-$305K	–	38
2023 Q1	$305K	Buy	+5,000	New	+$280K	0.02%	36
2022 Q3	–	Sell	-475,000	Closed	-$25.6M	–	41
2022 Q2	$25.6M	Buy	+475,000	New	+$27.9M	1.15%	20
2021 Q2	–	Sell	-365,555	Closed	-$25M	–	39
2021 Q1	$25M	Sell	365,555 -362,445	-50%	-$25.7M	0.92%	22
2020 Q4	$51.6M	Buy	+728,000	New	+$48.2M	2.05%	11

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

MIFH

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

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

Goldman Sachs New York $871B AUM 31.28% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

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

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

Mivtachim The Workers Social Insurance Fund's IGV Position: Q3 2024 in Review

Mivtachim The Workers Social Insurance Fund sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2024, closing a stake of 5,000 shares — an estimated $435K sold.

Mivtachim The Workers Social Insurance Fund first reported a position in IGV in Q4 2020 and held it in 8 quarters. The position peaked at $58.2M in Q4 2023. 485 funds tracked by Wall St. Rank hold IGV as of Q3 2024.

Mivtachim The Workers Social Insurance Fund reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2024 after selling out during the quarter.
Mivtachim The Workers Social Insurance Fund sold 5,000 iShares Expanded Tech-Software Sector ETF shares in Q3 2024, an estimated $435K.
Mivtachim The Workers Social Insurance Fund first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 8 quarters.
Mivtachim The Workers Social Insurance Fund's iShares Expanded Tech-Software Sector ETF position peaked at $58.2M in Q4 2023.
485 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2024.

Based on Mivtachim The Workers Social Insurance Fund's 13F filing for Q3 2024, filed 4 Nov 2024.