FineMark National Bank & Trust’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

FineMark National Bank & Trust’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	-7,250	Closed	-$513K	–	445
2020 Q4	$513K	Hold	7,250	–	–	0.02%	264
2020 Q3	$451K	Sell	7,250 -930	-11%	-$55.9K	0.02%	253
2020 Q2	$465K	Buy	8,180 +930	+13%	+$46.6K	0.03%	242
2020 Q1	$305K	Hold	7,250	–	–	0.02%	270
2019 Q4	$338K	Hold	7,250	–	–	0.02%	294
2019 Q3	$307K	Hold	7,250	–	–	0.02%	295
2019 Q2	$317K	Hold	7,250	–	–	0.02%	291
2019 Q1	$306K	Hold	7,250	–	–	0.02%	276
2018 Q4	$252K	Hold	7,250	–	–	0.02%	290
2018 Q3	$297K	Hold	7,250	–	–	0.02%	261
2018 Q2	$265K	Hold	7,250	–	–	0.02%	335
2018 Q1	$246K	Hold	7,250	–	–	0.02%	343
2017 Q4	$224K	Hold	7,250	–	–	0.01%	333
2017 Q3	$212K	Buy	+7,250	New	+$208K	0.01%	346

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

FineMark National Bank & Trust's IGV Position: Q1 2021 in Review

FineMark National Bank & Trust sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2021, closing a stake of 7,250 shares — an estimated $513K sold.

FineMark National Bank & Trust first reported a position in IGV in Q3 2017 and held it in 14 quarters. The position peaked at $513K in Q4 2020. 367 funds tracked by Wall St. Rank hold IGV as of Q1 2021.

FineMark National Bank & Trust reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2021 after selling out during the quarter.
FineMark National Bank & Trust sold 7,250 iShares Expanded Tech-Software Sector ETF shares in Q1 2021, an estimated $513K.
FineMark National Bank & Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2017 and held it in 14 quarters.
FineMark National Bank & Trust's iShares Expanded Tech-Software Sector ETF position peaked at $513K in Q4 2020.
367 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2021.

Based on FineMark National Bank & Trust's 13F filing for Q1 2021, filed 12 May 2021.