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

TRUADVICE’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 		$1.05M Sell
14,355
-25,905
-64% -$1.82M 0.41% 70
2023
Q2 		$2.75M Buy
+40,260
New +$2.53M 1.01% 22

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 $14.7B AUM 47% 1-Year Est. Return

TRUADVICE's IGV Position: Q3 2023 in Review

TRUADVICE reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 64% in Q3 2023, selling an estimated $1.82M and leaving 14,355 shares worth $1.05M. The position accounts for 0.41% of the portfolio, ranked #70.

TRUADVICE first reported a position in IGV in Q2 2023 and has held it in 2 quarters since. The position peaked at $2.75M in Q2 2023. 417 funds tracked by Wall St. Rank hold IGV as of Q3 2023.

  • TRUADVICE held 14,355 shares of iShares Expanded Tech-Software Sector ETF worth $1.05M as of Q3 2023.
  • TRUADVICE sold 25,905 iShares Expanded Tech-Software Sector ETF shares in Q3 2023, an estimated $1.82M.
  • iShares Expanded Tech-Software Sector ETF made up 0.41% of TRUADVICE's portfolio in Q3 2023, its #70 holding.
  • TRUADVICE first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 2 quarters since.
  • TRUADVICE's iShares Expanded Tech-Software Sector ETF position peaked at $2.75M in Q2 2023.
  • 417 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.