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Paul John Balson’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Paul John Balson’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
2020
Q4 		$1.49M Hold
21,080
– – 0.31% 23
2020
Q3 		$1.31M Buy
21,080
+3,500
+20% +$210K 0.33% 22
2020
Q2 		$1M Buy
17,580
+5,115
+41% +$257K 0.38% 26
2020
Q1 		$524K Buy
+12,465
New +$589K 0.28% 33

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CM
Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Paul John Balson's IGV Position: Q4 2020 in Review

Paul John Balson held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q4 2020 at 21,080 shares worth $1.49M. The position accounts for 0.31% of the portfolio, ranked #23.

Paul John Balson first reported a position in IGV in Q1 2020 and has held it in 4 quarters since. 395 funds tracked by Wall St. Rank hold IGV as of Q4 2020.

  • Paul John Balson held 21,080 shares of iShares Expanded Tech-Software Sector ETF worth $1.49M as of Q4 2020.
  • Paul John Balson left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q4 2020.
  • iShares Expanded Tech-Software Sector ETF made up 0.31% of Paul John Balson's portfolio in Q4 2020, its #23 holding.
  • Paul John Balson first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 4 quarters since.
  • 395 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.