IFAM
IGV icon

Institutional & Family Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Institutional & Family Asset Management’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
-2,505
Closed -$177K – 959
2020
Q4 		$177K Buy
+2,505
New +$166K 0.04% 195

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Institutional & Family Asset Management's IGV Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2021, closing a stake of 2,505 shares — an estimated $177K sold.

Institutional & Family Asset Management first reported a position in IGV in Q4 2020 and held it in 1 quarter. The position peaked at $177K in Q4 2020. 367 funds tracked by Wall St. Rank hold IGV as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,505 iShares Expanded Tech-Software Sector ETF shares in Q1 2021, an estimated $177K.
  • Institutional & Family Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 1 quarter.
  • Institutional & Family Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $177K in Q4 2020.
  • 367 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.