VisionPoint Advisory Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

VisionPoint Advisory Group’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	-5	Closed	-$435	–	495
2024 Q2	$435	Hold	5	–	–	﹤0.01%	745
2024 Q1	$426	Hold	5	–	–	﹤0.01%	752
2023 Q4	$406	Buy	+5	New	+$370	﹤0.01%	688
2023 Q3	–	Sell	-5	Closed	-$346	–	752
2023 Q2	$346	Buy	+5	New	+$314	﹤0.01%	564

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

VisionPoint Advisory Group's IGV Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2024, closing a stake of 5 shares — an estimated $435 sold.

VisionPoint Advisory Group first reported a position in IGV in Q2 2023 and held it in 4 quarters. The position peaked at $435 in Q2 2024. 485 funds tracked by Wall St. Rank hold IGV as of Q3 2024.

VisionPoint Advisory Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 5 iShares Expanded Tech-Software Sector ETF shares in Q3 2024, an estimated $435.
VisionPoint Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's iShares Expanded Tech-Software Sector ETF position peaked at $435 in Q2 2024.
485 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.