Simplex Trading
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Simplex Trading’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Simplex Trading’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
Q4 		– Sell
-4,400
Closed -$393K – 9018
2024
Q3 		$393K Sell
4,400
-9,555
-68% -$819K ﹤0.01% 3855
2024
Q2 		$1.21M Buy
+13,955
New +$1.15M ﹤0.01% 2723
2023
Q4 		– Sell
-4,900
Closed -$334K – 9272
2023
Q3 		$334K Sell
4,900
-14,205
-74% -$996K ﹤0.01% 3827
2023
Q2 		$1.32M Buy
19,105
+18,105
+1,811% +$1.14M ﹤0.01% 2334
2023
Q1 		$60K Buy
+1,000
New +$56.1K ﹤0.01% 5716
2021
Q4 		– Sell
-80,845
Closed -$6.31M – 10890
2021
Q3 		$6.31M Sell
80,845
-3,490
-4% -$285K 0.01% 1016
2021
Q2 		$6.58M Sell
84,335
-15,135
-15% -$1.1M 0.01% 966
2021
Q1 		$6.79M Buy
+99,470
New +$7.05M 0.01% 621
2020
Q4 		– Sell
-6,900
Closed -$429K – 8660
2020
Q3 		$429K Sell
6,900
-65,615
-90% -$3.94M ﹤0.01% 3192
2020
Q2 		$4.12M Buy
+72,515
New +$3.64M 0.01% 973
2019
Q3 		– Sell
-48,965
Closed -$2.14M – 7526
2019
Q2 		$2.14M Buy
48,965
+28,940
+145% +$1.24M 0.01% 1264
2019
Q1 		$844K Buy
+20,025
New +$790K ﹤0.01% 2141
2018
Q4 		– Sell
-33,965
Closed -$1.39M – 7362
2018
Q3 		$1.39M Sell
33,965
-19,055
-36% -$746K ﹤0.01% 1557
2018
Q2 		$1.94M Buy
53,020
+4,055
+8% +$146K 0.01% 1171
2018
Q1 		$1.66M Buy
48,965
+20,900
+74% +$707K 0.07% 231
2017
Q4 		$867K Hold
28,065
– – 0.04% 450
2017
Q3 		$820K Buy
+28,065
New +$804K 0.03% 445

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplex Trading's IGV Position: Q4 2024 in Review

Simplex Trading sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2024, closing a stake of 4,400 shares — an estimated $393K sold.

Simplex Trading first reported a position in IGV in Q3 2017 and held it in 17 quarters. The position peaked at $6.79M in Q1 2021. 620 funds tracked by Wall St. Rank hold IGV as of Q4 2024.

  • Simplex Trading reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2024 after selling out during the quarter.
  • Simplex Trading sold 4,400 iShares Expanded Tech-Software Sector ETF shares in Q4 2024, an estimated $393K.
  • Simplex Trading first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2017 and held it in 17 quarters.
  • Simplex Trading's iShares Expanded Tech-Software Sector ETF position peaked at $6.79M in Q1 2021.
  • 620 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2024.

Based on Simplex Trading's 13F filing for Q4 2024, filed 11 Feb 2025.