Enterprise Trust & Investment’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Enterprise Trust & Investment’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 Q3	–	Sell	-1,510	Closed	-$86K	–	195
2020 Q2	$86K	Buy	+1,510	New	+$75.7K	0.05%	88

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

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

HIIFS

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

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

Enterprise Trust & Investment's IGV Position: Q3 2020 in Review

Enterprise Trust & Investment sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2020, closing a stake of 1,510 shares — an estimated $86K sold.

Enterprise Trust & Investment first reported a position in IGV in Q2 2020 and held it in 1 quarter. The position peaked at $86K in Q2 2020. 350 funds tracked by Wall St. Rank hold IGV as of Q3 2020.

Enterprise Trust & Investment reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2020 after selling out during the quarter.
Enterprise Trust & Investment sold 1,510 iShares Expanded Tech-Software Sector ETF shares in Q3 2020, an estimated $86K.
Enterprise Trust & Investment first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 1 quarter.
Enterprise Trust & Investment's iShares Expanded Tech-Software Sector ETF position peaked at $86K in Q2 2020.
350 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2020.

Based on Enterprise Trust & Investment's 13F filing for Q3 2020, filed 8 Oct 2020.