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

TrinityPoint 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
2024 Q4	$985K	Buy	+9,840	New	+$975K	0.14%	159

Other funds holding IGV

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

TrinityPoint Wealth's IGV Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2024: 9,840 shares worth $985K. The stake represents 0.14% of the portfolio and ranks #159 among its holdings.

620 funds tracked by Wall St. Rank hold IGV as of Q4 2024.

TrinityPoint Wealth held 9,840 shares of iShares Expanded Tech-Software Sector ETF worth $985K as of Q4 2024.
iShares Expanded Tech-Software Sector ETF was a new TrinityPoint Wealth position in Q4 2024.
iShares Expanded Tech-Software Sector ETF made up 0.14% of TrinityPoint Wealth's portfolio in Q4 2024, its #159 holding.
620 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.