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Woodmont Investment Counsel’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Woodmont Investment Counsel’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
-455
Closed -$38.8K – 290
2024
Q1 		$38.8K Buy
+455
New +$38.4K ﹤0.01% 309

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 $336B AUM 34.66% 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 $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Woodmont Investment Counsel's IGV Position: Q2 2024 in Review

Woodmont Investment Counsel sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2024, closing a stake of 455 shares — an estimated $38.8K sold.

Woodmont Investment Counsel first reported a position in IGV in Q1 2024 and held it in 1 quarter. The position peaked at $38.8K in Q1 2024. 487 funds tracked by Wall St. Rank hold IGV as of Q2 2024.

  • Woodmont Investment Counsel reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2024 after selling out during the quarter.
  • Woodmont Investment Counsel sold 455 iShares Expanded Tech-Software Sector ETF shares in Q2 2024, an estimated $38.8K.
  • Woodmont Investment Counsel first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and held it in 1 quarter.
  • Woodmont Investment Counsel's iShares Expanded Tech-Software Sector ETF position peaked at $38.8K in Q1 2024.
  • 487 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2024.

Based on Woodmont Investment Counsel's 13F filing for Q2 2024, filed 18 Jul 2024.