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New Legacy Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

New Legacy Group’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 		$353K Hold
5,175
– – 0.97% 21
2023
Q2 		$358K Hold
5,175
– – 0.91% 21
2023
Q1 		$315K Hold
5,175
– – 0.9% 21
2022
Q4 		$265K Hold
5,175
– – 0.82% 24
2022
Q3 		$259K Hold
5,175
– – 0.67% 23
2022
Q2 		$279K Hold
5,175
– – 0.57% 22
2022
Q1 		$357K Sell
5,175
-755
-13% -$51.8K 0.13% 22
2021
Q4 		$471K Buy
+5,930
New +$495K 0.09% 22

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

New Legacy Group's IGV Position: Q3 2023 in Review

New Legacy Group held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2023 at 5,175 shares worth $353K. The position accounts for 0.97% of the portfolio, ranked #21.

New Legacy Group first reported a position in IGV in Q4 2021 and has held it in 8 quarters since. The position peaked at $471K in Q4 2021. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

  • New Legacy Group held 5,175 shares of iShares Expanded Tech-Software Sector ETF worth $353K as of Q3 2023.
  • New Legacy Group left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2023.
  • iShares Expanded Tech-Software Sector ETF made up 0.97% of New Legacy Group's portfolio in Q3 2023, its #21 holding.
  • New Legacy Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 8 quarters since.
  • New Legacy Group's iShares Expanded Tech-Software Sector ETF position peaked at $471K in Q4 2021.
  • 417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.