Pathway Financial Advisers’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pathway Financial Advisers’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 Q1	–	Sell	-50	Closed	-$2.56K	–	530
2022 Q4	$2.56K	Buy	+50	New	+$2.59K	﹤0.01%	518

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

MIFH

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

Goldman Sachs New York $871B AUM 31.28% 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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Pathway Financial Advisers's IGV Position: Q1 2023 in Review

Pathway Financial Advisers sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2023, closing a stake of 50 shares — an estimated $2.56K sold.

Pathway Financial Advisers first reported a position in IGV in Q4 2022 and held it in 1 quarter. The position peaked at $2.56K in Q4 2022. 374 funds tracked by Wall St. Rank hold IGV as of Q1 2023.

Pathway Financial Advisers reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2023 after selling out during the quarter.
Pathway Financial Advisers sold 50 iShares Expanded Tech-Software Sector ETF shares in Q1 2023, an estimated $2.56K.
Pathway Financial Advisers first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and held it in 1 quarter.
Pathway Financial Advisers's iShares Expanded Tech-Software Sector ETF position peaked at $2.56K in Q4 2022.
374 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.