Wealth High Governance Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealth High Governance Capital’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	-300,000	Closed	-$26.1M	–	53
2024 Q2	$26.1M	Buy	+300,000	New	+$24.6M	6.47%	3
2023 Q1	–	Sell	-300,000	Closed	-$15.4M	–	25
2022 Q4	$15.4M	Buy	+300,000	New	+$15.5M	11.03%	4

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

Wealth High Governance Capital's IGV Position: Q3 2024 in Review

Wealth High Governance Capital sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2024, closing a stake of 300,000 shares — an estimated $26.1M sold.

Wealth High Governance Capital first reported a position in IGV in Q4 2022 and held it in 2 quarters. The position peaked at $26.1M in Q2 2024. 485 funds tracked by Wall St. Rank hold IGV as of Q3 2024.

Wealth High Governance Capital reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2024 after selling out during the quarter.
Wealth High Governance Capital sold 300,000 iShares Expanded Tech-Software Sector ETF shares in Q3 2024, an estimated $26.1M.
Wealth High Governance Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and held it in 2 quarters.
Wealth High Governance Capital's iShares Expanded Tech-Software Sector ETF position peaked at $26.1M in Q2 2024.
485 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2024.

Based on Wealth High Governance Capital's 13F filing for Q3 2024, filed 7 Feb 2025.