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Pinnacle Private Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$1.09M Hold
20,185
– – 0.43% 66
2022
Q1 		$1.39M Sell
20,185
-875
-4% -$60.1K 0.43% 53
2021
Q4 		$1.68M Buy
+21,060
New +$1.76M 0.53% 42

Other funds holding IGV

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return

Pinnacle Private Wealth's IGV Position: Q2 2022 in Review

Pinnacle Private Wealth held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2022 at 20,185 shares worth $1.09M. The position accounts for 0.43% of the portfolio, ranked #66.

Pinnacle Private Wealth first reported a position in IGV in Q4 2021 and has held it in 3 quarters since. The position peaked at $1.68M in Q4 2021. 388 funds tracked by Wall St. Rank hold IGV as of Q2 2022.

  • Pinnacle Private Wealth held 20,185 shares of iShares Expanded Tech-Software Sector ETF worth $1.09M as of Q2 2022.
  • Pinnacle Private Wealth left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2022.
  • iShares Expanded Tech-Software Sector ETF made up 0.43% of Pinnacle Private Wealth's portfolio in Q2 2022, its #66 holding.
  • Pinnacle Private Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $1.68M in Q4 2021.
  • 388 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.