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Tyler-Stone Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Tyler-Stone Wealth Management’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
-170
Closed -$14.8K – 601
2024
Q2 		$14.8K Hold
170
– – 0.01% 585
2024
Q1 		$14.5K Hold
170
– – 0.01% 588
2023
Q4 		$13.8K Buy
170
+50
+42% +$3.7K 0.01% 575
2023
Q3 		$8K Hold
120
– – ﹤0.01% 647
2023
Q2 		$8K Buy
+120
New +$7.54K ﹤0.01% 645
2022
Q4 		$6K Hold
120
– – ﹤0.01% 634
2022
Q3 		$6K Hold
120
– – ﹤0.01% 616
2022
Q2 		$6K Hold
120
– – ﹤0.01% 635
2022
Q1 		$8K Hold
120
– – ﹤0.01% 607
2021
Q4 		$10K Buy
+120
New +$10K 0.01% 613

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

Tyler-Stone Wealth Management's IGV Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2024, closing a stake of 170 shares — an estimated $14.8K sold.

Tyler-Stone Wealth Management first reported a position in IGV in Q4 2021 and held it in 10 quarters. The position peaked at $14.8K in Q2 2024. 485 funds tracked by Wall St. Rank hold IGV as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 170 iShares Expanded Tech-Software Sector ETF shares in Q3 2024, an estimated $14.8K.
  • Tyler-Stone Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $14.8K in Q2 2024.
  • 485 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.