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

Triad Wealth Partners’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
Q3 		– Sell
-140
Closed -$12.2K – 446
2024
Q2 		$12.2K Buy
+140
New +$11.5K 0.01% 426

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Triad Wealth Partners's IGV Position: Q3 2024 in Review

Triad Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2024, closing a stake of 140 shares — an estimated $12.2K sold.

Triad Wealth Partners first reported a position in IGV in Q2 2024 and held it in 1 quarter. The position peaked at $12.2K in Q2 2024. 485 funds tracked by Wall St. Rank hold IGV as of Q3 2024.

  • Triad Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 140 iShares Expanded Tech-Software Sector ETF shares in Q3 2024, an estimated $12.2K.
  • Triad Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $12.2K in Q2 2024.
  • 485 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.