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Homrich & Berg’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Homrich & Berg’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
2018
Q4 		– Sell
-5,000
Closed -$205K – 314
2018
Q3 		$205K Buy
+5,000
New +$196K 0.01% 311
2018
Q2 		– Sell
-45,750
Closed -$1.55M – 338
2018
Q1 		$1.55M Buy
+45,750
New +$1.55M 0.11% 99

Other funds holding IGV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Homrich & Berg's IGV Position: Q4 2018 in Review

Homrich & Berg sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2018, closing a stake of 5,000 shares — an estimated $205K sold.

Homrich & Berg first reported a position in IGV in Q1 2018 and held it in 2 quarters. The position peaked at $1.55M in Q1 2018. 186 funds tracked by Wall St. Rank hold IGV as of Q4 2018.

  • Homrich & Berg reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2018 after selling out during the quarter.
  • Homrich & Berg sold 5,000 iShares Expanded Tech-Software Sector ETF shares in Q4 2018, an estimated $205K.
  • Homrich & Berg first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and held it in 2 quarters.
  • Homrich & Berg's iShares Expanded Tech-Software Sector ETF position peaked at $1.55M in Q1 2018.
  • 186 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2018.

Based on Homrich & Berg's 13F filing for Q4 2018, filed 6 Feb 2019.