Yahav Achim Ve Achayot - Provident Funds Management Company’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’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 Q1	–	Sell	-50,310	Closed	-$4.08M	–	32
2023 Q4	$4.08M	Hold	50,310	–	–	3.42%	11
2023 Q3	$3.45M	Hold	50,310	–	–	2.98%	11
2023 Q2	$3.45M	Hold	50,310	–	–	2.65%	11
2023 Q1	$2.99M	Hold	50,310	–	–	2.94%	9
2022 Q4	$2.59M	Hold	50,310	–	–	2.45%	11
2022 Q3	$2.55M	Hold	50,310	–	–	2.48%	11
2022 Q2	$2.69M	Sell	50,310 -25,155	-33%	-$1.48M	2.41%	11
2022 Q1	$5.17M	Hold	75,465	–	–	3.98%	5
2021 Q4	$6.06M	Hold	75,465	–	–	4.37%	4
2021 Q3	$6.02M	Buy	+75,465	New	+$6.16M	4.74%	4

Other funds holding IGV

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Yahav Achim Ve Achayot - Provident Funds Management Company's IGV Position: Q1 2024 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2024, closing a stake of 50,310 shares — an estimated $4.08M sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in IGV in Q3 2021 and held it in 10 quarters. The position peaked at $6.06M in Q4 2021. 474 funds tracked by Wall St. Rank hold IGV as of Q1 2024.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2024 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 50,310 iShares Expanded Tech-Software Sector ETF shares in Q1 2024, an estimated $4.08M.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and held it in 10 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's iShares Expanded Tech-Software Sector ETF position peaked at $6.06M in Q4 2021.
474 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2024.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q1 2024, filed 7 May 2024.