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Signet Financial Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Signet Financial 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
Q2 		– Sell
-3,355
Closed -$286K – 269
2024
Q1 		$286K Buy
3,355
+85
+3% +$7.17K 0.04% 232
2023
Q4 		$265K Sell
3,270
-130
-4% -$9.62K 0.04% 238
2023
Q3 		$232K Buy
3,400
+345
+11% +$24.2K 0.04% 244
2023
Q2 		$211K Buy
+3,055
New +$192K 0.03% 259
2022
Q3 		– Sell
-3,770
Closed -$203K – 252
2022
Q2 		$203K Sell
3,770
-300
-7% -$17.6K 0.04% 241
2022
Q1 		$281K Sell
4,070
-2,255
-36% -$155K 0.05% 217
2021
Q4 		$503K Sell
6,325
-1,940
-23% -$162K 0.08% 172
2021
Q3 		$660K Buy
+8,265
New +$675K 0.11% 146
2021
Q2 		– Sell
-3,900
Closed -$266K – 166
2021
Q1 		$266K Buy
3,900
+535
+16% +$37.9K 0.05% 202
2020
Q4 		$238K Sell
3,365
-730
-18% -$48.4K 0.05% 202
2020
Q3 		$265K Buy
4,095
+580
+17% +$34.8K 0.06% 195
2020
Q2 		$205K Buy
+3,515
New +$176K 0.05% 201
2018
Q4 		– Sell
-3,310
Closed -$136K – 507
2018
Q3 		$136K Buy
3,310
+230
+7% +$9K 0.02% 270
2018
Q2 		$112K Sell
3,080
-300
-9% -$10.8K 0.02% 301
2018
Q1 		$115K Buy
+3,380
New +$114K 0.02% 267
2016
Q2 		– Sell
-16,205
Closed -$326K – 184
2016
Q1 		$326K Sell
16,205
-4,380
-21% -$82.9K 0.07% 141
2015
Q4 		$427K Buy
20,585
+625
+3% +$12.9K 0.09% 119
2015
Q3 		$378K Buy
+19,960
New +$395K 0.09% 113

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Signet Financial Management's IGV Position: Q2 2024 in Review

Signet Financial Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2024, closing a stake of 3,355 shares — an estimated $286K sold.

Signet Financial Management first reported a position in IGV in Q3 2015 and held it in 18 quarters. The position peaked at $660K in Q3 2021. 487 funds tracked by Wall St. Rank hold IGV as of Q2 2024.

  • Signet Financial Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2024 after selling out during the quarter.
  • Signet Financial Management sold 3,355 iShares Expanded Tech-Software Sector ETF shares in Q2 2024, an estimated $286K.
  • Signet Financial Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2015 and held it in 18 quarters.
  • Signet Financial Management's iShares Expanded Tech-Software Sector ETF position peaked at $660K in Q3 2021.
  • 487 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2024.

Based on Signet Financial Management's 13F filing for Q2 2024, filed 2 Aug 2024.