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Turtle Creek Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Turtle Creek Wealth 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
Q2 		– Sell
-35
Closed -$2.98K – 208
2024
Q1 		$2.98K Hold
35
– – ﹤0.01% 186
2023
Q4 		$2.84K Buy
+35
New +$2.59K ﹤0.01% 728

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Turtle Creek Wealth Advisors's IGV Position: Q2 2024 in Review

Turtle Creek Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2024, closing a stake of 35 shares — an estimated $2.98K sold.

Turtle Creek Wealth Advisors first reported a position in IGV in Q4 2023 and held it in 2 quarters. The position peaked at $2.98K in Q1 2024. 487 funds tracked by Wall St. Rank hold IGV as of Q2 2024.

  • Turtle Creek Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 35 iShares Expanded Tech-Software Sector ETF shares in Q2 2024, an estimated $2.98K.
  • Turtle Creek Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and held it in 2 quarters.
  • Turtle Creek Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $2.98K in Q1 2024.
  • 487 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.