Pecaut & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pecaut & Co’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	-280	Closed	-$19.1K	–	90
2023 Q3	$19.1K	Sell	280 -265	-49%	-$18.6K	0.01%	90
2023 Q2	$37.7K	Sell	545 -40	-7%	-$2.51K	0.02%	94
2023 Q1	$35.7K	Hold	585	–	–	0.02%	99
2022 Q4	$29.9K	Hold	585	–	–	0.01%	96
2022 Q3	$29K	Buy	+585	New	+$33.2K	0.02%	91
2022 Q2	–	Sell	-8,335	Closed	-$575K	–	105
2022 Q1	$575K	Buy	+8,335	New	+$572K	0.28%	49

Other funds holding IGV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pecaut & Co's IGV Position: Q4 2023 in Review

Pecaut & Co sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2023, closing a stake of 280 shares — an estimated $19.1K sold.

Pecaut & Co first reported a position in IGV in Q1 2022 and held it in 6 quarters. The position peaked at $575K in Q1 2022. 481 funds tracked by Wall St. Rank hold IGV as of Q4 2023.

Pecaut & Co reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2023 after selling out during the quarter.
Pecaut & Co sold 280 iShares Expanded Tech-Software Sector ETF shares in Q4 2023, an estimated $19.1K.
Pecaut & Co first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and held it in 6 quarters.
Pecaut & Co's iShares Expanded Tech-Software Sector ETF position peaked at $575K in Q1 2022.
481 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2023.

Based on Pecaut & Co's 13F filing for Q4 2023, filed 7 Feb 2024.