1834 Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

1834 Investment 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
2020 Q4	–	Sell	-110	Closed	-$7K	–	466
2020 Q3	$7K	Hold	110	–	–	﹤0.01%	363
2020 Q2	$6K	Buy	+110	New	+$5.52K	﹤0.01%	361
2019 Q4	–	Sell	-260	Closed	-$11K	–	467
2019 Q3	$11K	Hold	260	–	–	﹤0.01%	373
2019 Q2	$11K	Buy	+260	New	+$11.1K	﹤0.01%	368
2018 Q4	–	Sell	-720	Closed	-$30K	–	410
2018 Q3	$30K	Hold	720	–	–	﹤0.01%	313
2018 Q2	$26K	Hold	720	–	–	﹤0.01%	320
2018 Q1	$24K	Hold	720	–	–	﹤0.01%	333
2017 Q4	$22K	Buy	+720	New	+$22.2K	﹤0.01%	354

Other funds holding IGV

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

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

1834 Investment Advisors's IGV Position: Q4 2020 in Review

1834 Investment Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2020, closing a stake of 110 shares — an estimated $7K sold.

1834 Investment Advisors first reported a position in IGV in Q4 2017 and held it in 8 quarters. The position peaked at $30K in Q3 2018. 395 funds tracked by Wall St. Rank hold IGV as of Q4 2020.

1834 Investment Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2020 after selling out during the quarter.
1834 Investment Advisors sold 110 iShares Expanded Tech-Software Sector ETF shares in Q4 2020, an estimated $7K.
1834 Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and held it in 8 quarters.
1834 Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $30K in Q3 2018.
395 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2020.

Based on 1834 Investment Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.