SWA
IGV icon

Sutton Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sutton Wealth Advisors’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
2023
Q3 		$60.4K Hold
885
– – 0.03% 208
2023
Q2 		$61.2K Buy
+885
New +$55.6K 0.03% 203

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Sutton Wealth Advisors's IGV Position: Q3 2023 in Review

Sutton Wealth Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2023 at 885 shares worth $60.4K. The position accounts for 0.03% of the portfolio, ranked #208.

Sutton Wealth Advisors first reported a position in IGV in Q2 2023 and has held it in 2 quarters since. The position peaked at $61.2K in Q2 2023. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

  • Sutton Wealth Advisors held 885 shares of iShares Expanded Tech-Software Sector ETF worth $60.4K as of Q3 2023.
  • Sutton Wealth Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2023.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Sutton Wealth Advisors's portfolio in Q3 2023, its #208 holding.
  • Sutton Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 2 quarters since.
  • Sutton Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $61.2K in Q2 2023.
  • 417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.