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Transamerica Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Transamerica Financial 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
2024
Q1 		– Sell
-5
Closed -$1K – 649
2023
Q4 		$1K Hold
5
– – ﹤0.01% 490
2023
Q3 		$1K Hold
5
– – ﹤0.01% 513
2023
Q2 		$1K Buy
+5
New +$314 ﹤0.01% 484
2023
Q1 		– Sell
-5
Closed -$1K – 657
2022
Q4 		$1K Hold
5
– – ﹤0.01% 531
2022
Q3 		$1K Hold
5
– – ﹤0.01% 499
2022
Q2 		$1K Buy
+5
New +$294 ﹤0.01% 514
2020
Q3 		– Sell
-5
Closed -$1K – 327
2020
Q2 		$1K Buy
+5
New +$251 ﹤0.01% 410
2019
Q3 		– Sell
-5
Closed -$1K – 297
2019
Q2 		$1K Buy
+5
New +$214 ﹤0.01% 463
2019
Q1 		– Sell
-5
Closed -$1K – 264
2018
Q4 		$1K Hold
5
– – ﹤0.01% 431
2018
Q3 		$1K Hold
5
– – ﹤0.01% 434
2018
Q2 		$1K Hold
5
– – ﹤0.01% 401
2018
Q1 		$1K Hold
5
– – ﹤0.01% 381
2017
Q4 		$1K Hold
5
– – ﹤0.01% 365
2017
Q3 		$1K Hold
5
– – ﹤0.01% 361
2017
Q2 		$1K Hold
5
– – ﹤0.01% 335
2017
Q1 		$1K Hold
5
– – ﹤0.01% 332
2016
Q4 		$1K Buy
+5
New +$112 ﹤0.01% 368
2015
Q4 		– Sell
-5
Closed -$1K – 849
2015
Q3 		$1K Sell
5
-5
-50% -$99 ﹤0.01% 757
2015
Q2 		$1K Buy
10
+5
+100% +$100 ﹤0.01% 817
2015
Q1 		$1K Sell
5
-145
-97% -$2.73K ﹤0.01% 816
2014
Q4 		$3K Buy
150
+145
+2,900% +$2.6K ﹤0.01% 588
2014
Q3 		$1K Hold
5
– – ﹤0.01% 620
2014
Q2 		$1K Sell
5
-34,485
-100% -$562K ﹤0.01% 627
2014
Q1 		$575K Buy
34,490
+3,570
+12% +$59.9K 0.06% 142
2013
Q4 		$508K Buy
30,920
+6,705
+28% +$104K 0.06% 151
2013
Q3 		$370K Buy
24,215
+1,000
+4% +$14.7K 0.05% 167
2013
Q2 		$316K Buy
+23,215
New +$318K 0.05% 152

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

Transamerica Financial Advisors's IGV Position: Q1 2024 in Review

Transamerica Financial Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024, closing a stake of 5 shares — an estimated $1K sold.

Transamerica Financial Advisors first reported a position in IGV in Q2 2013 and held it in 27 quarters. The position peaked at $575K in Q1 2014. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

  • Transamerica Financial Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2024 after selling out during the quarter.
  • Transamerica Financial Advisors sold 5 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $1K.
  • Transamerica Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and held it in 27 quarters.
  • Transamerica Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $575K in Q1 2014.
  • 474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Transamerica Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.