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Waratah Capital Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Waratah Capital 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
2025
Q4 		– Sell
-100,000
Closed -$11.5M – 186
2025
Q3 		$11.5M Buy
+100,000
New +$11.1M 0.2% 66
2021
Q4 		– Sell
-40,000
Closed -$1.75M – 272
2021
Q3 		$1.75M Buy
+40,000
New +$3.26M 0.03% 128

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Waratah Capital Advisors's IGV Position: Q1 2017 in Review

Waratah Capital Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2017, closing a stake of 414,785 shares — an estimated $9.03M sold.

Waratah Capital Advisors first reported a position in IGV in Q4 2016 and held it in 1 quarter. The position peaked at $9.03M in Q4 2016. 100 funds tracked by Wall St. Rank hold IGV as of Q1 2017.

  • Waratah Capital Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2017 after selling out during the quarter.
  • Waratah Capital Advisors sold 414,785 iShares Expanded Tech-Software Sector ETF shares in Q1 2017, an estimated $9.03M.
  • Waratah Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2016 and held it in 1 quarter.
  • Waratah Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $9.03M in Q4 2016.
  • 100 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2017.

Based on Waratah Capital Advisors's 13F filing for Q1 2017, filed 11 May 2017.