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

SVB Wealth’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 Q2	–	Sell	-4,485	Closed	-$273K	–	959
2023 Q1	$273K	Sell	4,485 -190	-4%	-$10.7K	﹤0.01%	758
2022 Q4	$239K	Hold	4,675	–	–	﹤0.01%	845
2022 Q3	$234K	Hold	4,675	–	–	﹤0.01%	782
2022 Q2	$252K	Buy	+4,675	New	+$275K	﹤0.01%	616

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

SVB Wealth's IGV Position: Q2 2023 in Review

SVB Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2023, closing a stake of 4,485 shares — an estimated $273K sold.

SVB Wealth first reported a position in IGV in Q2 2022 and held it in 4 quarters. The position peaked at $273K in Q1 2023. 412 funds tracked by Wall St. Rank hold IGV as of Q2 2023.

SVB Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2023 after selling out during the quarter.
SVB Wealth sold 4,485 iShares Expanded Tech-Software Sector ETF shares in Q2 2023, an estimated $273K.
SVB Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and held it in 4 quarters.
SVB Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $273K in Q1 2023.
412 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2023.

Based on SVB Wealth's 13F filing for Q2 2023, filed 24 Jul 2023.