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

Retirement 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
2024 Q1	$22.6K	Hold	265	–	–	0.01%	345
2023 Q4	$21.5K	Hold	265	–	–	0.01%	334
2023 Q3	$18.1K	Buy	265 +200	+308%	+$14K	0.01%	330
2023 Q2	$4.5K	Hold	65	–	–	﹤0.01%	523
2023 Q1	$4K	Hold	65	–	–	﹤0.01%	515
2022 Q4	$3K	Hold	65	–	–	﹤0.01%	488
2022 Q3	$3K	Hold	65	–	–	﹤0.01%	370
2022 Q2	$4K	Hold	65	–	–	﹤0.01%	552
2022 Q1	$4K	Hold	65	–	–	﹤0.01%	568
2021 Q4	$5K	Hold	65	–	–	﹤0.01%	522
2021 Q3	$5K	Hold	65	–	–	﹤0.01%	446
2021 Q2	$5K	Hold	65	–	–	﹤0.01%	489
2021 Q1	$4K	Hold	65	–	–	﹤0.01%	580
2020 Q4	$4K	Hold	65	–	–	﹤0.01%	526
2020 Q3	$4K	Hold	65	–	–	﹤0.01%	509
2020 Q2	$4K	Buy	+65	New	+$3.26K	﹤0.01%	473
2019 Q4	$3K	Buy	+65	New	+$2.88K	﹤0.01%	491

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Retirement Group's IGV Position: Q1 2024 in Review

Retirement Group held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2024 at 265 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #345.

Retirement Group first reported a position in IGV in Q4 2019 and has held it in 17 quarters since. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

Retirement Group held 265 shares of iShares Expanded Tech-Software Sector ETF worth $22.6K as of Q1 2024.
Retirement Group left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2024.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #345 holding.
Retirement Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 17 quarters since.
474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.