Clean Yield Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Clean Yield Group’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
2021 Q1	–	Sell	-110	Closed	-$8K	–	251
2020 Q4	$8K	Buy	+110	New	+$7.29K	﹤0.01%	362
2016 Q2	–	Sell	-225	Closed	-$5K	–	304
2016 Q1	$5K	Buy	+225	New	+$4.26K	﹤0.01%	269
2015 Q2	–	Sell	-225	Closed	-$4K	–	197
2015 Q1	$4K	Buy	+225	New	+$4.24K	﹤0.01%	328

Other funds holding IGV

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

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

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

MIFH

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clean Yield Group's IGV Position: Q1 2021 in Review

Clean Yield Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2021, closing a stake of 110 shares — an estimated $8K sold.

Clean Yield Group first reported a position in IGV in Q1 2015 and held it in 3 quarters. The position peaked at $8K in Q4 2020. 367 funds tracked by Wall St. Rank hold IGV as of Q1 2021.

Clean Yield Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2021 after selling out during the quarter.
Clean Yield Group sold 110 iShares Expanded Tech-Software Sector ETF shares in Q1 2021, an estimated $8K.
Clean Yield Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2015 and held it in 3 quarters.
Clean Yield Group's iShares Expanded Tech-Software Sector ETF position peaked at $8K in Q4 2020.
367 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2021.

Based on Clean Yield Group's 13F filing for Q1 2021, filed 26 Apr 2021.