Moss Adams Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Moss Adams Wealth 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
2023 Q4	–	Sell	-330	Closed	-$22.5K	–	143
2023 Q3	$22.5K	Buy	330 +325	+6,500%	+$22.8K	0.01%	132
2023 Q2	$346	Hold	5	–	–	﹤0.01%	140
2023 Q1	$305	Hold	5	–	–	﹤0.01%	179
2022 Q4	$256	Buy	+5	New	+$259	﹤0.01%	175

Other funds holding IGV

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moss Adams Wealth Advisors's IGV Position: Q4 2023 in Review

Moss Adams Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023, closing a stake of 330 shares — an estimated $22.5K sold.

Moss Adams Wealth Advisors first reported a position in IGV in Q4 2022 and held it in 4 quarters. The position peaked at $22.5K in Q3 2023. 480 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

Moss Adams Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2023 after selling out during the quarter.
Moss Adams Wealth Advisors sold 330 iShares Expanded Tech-Software Sector ETF shares in Q4 2023, an estimated $22.5K.
Moss Adams Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and held it in 4 quarters.
Moss Adams Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $22.5K in Q3 2023.
480 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on Moss Adams Wealth Advisors's 13F filing for Q4 2023, filed 6 Feb 2024.