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Rockbridge Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Rockbridge Investment Management’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 		– Sell
-200
Closed -$16.2K – 353
2023
Q4 		$16.2K Buy
+200
New +$14.8K ﹤0.01% 348
2022
Q3 		– Sell
-200
Closed -$10.8K – 329
2022
Q2 		$10.8K Hold
200
– – ﹤0.01% 362
2022
Q1 		$13.8K Sell
200
-250
-56% -$17.2K ﹤0.01% 466
2021
Q4 		$36K Buy
+450
New +$37.6K 0.01% 401

Other funds holding IGV

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockbridge Investment Management's IGV Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024, closing a stake of 200 shares — an estimated $16.2K sold.

Rockbridge Investment Management first reported a position in IGV in Q4 2021 and held it in 4 quarters. The position peaked at $36K in Q4 2021. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 200 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $16.2K.
  • Rockbridge Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 4 quarters.
  • Rockbridge Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $36K in Q4 2021.
  • 474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.