Leonard Rickey Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Leonard Rickey Investment Advisors’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	-4,135	Closed	-$235K	–	70
2020 Q2	$235K	Sell	4,135 -975	-19%	-$48.9K	0.15%	57
2020 Q1	$215K	Sell	5,110 -125	-2%	-$5.91K	0.17%	58
2019 Q4	$244K	Sell	5,235 -150	-3%	-$6.65K	0.15%	68
2019 Q3	$228K	Sell	5,385 -530	-9%	-$23.2K	0.15%	67
2019 Q2	$258K	Buy	+5,915	New	+$253K	0.17%	57

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

Leonard Rickey Investment Advisors's IGV Position: Q3 2020 in Review

Leonard Rickey Investment Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2020, closing a stake of 4,135 shares — an estimated $235K sold.

Leonard Rickey Investment Advisors first reported a position in IGV in Q2 2019 and held it in 5 quarters. The position peaked at $258K in Q2 2019. 350 funds tracked by Wall St. Rank hold IGV as of Q3 2020.

Leonard Rickey Investment Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2020 after selling out during the quarter.
Leonard Rickey Investment Advisors sold 4,135 iShares Expanded Tech-Software Sector ETF shares in Q3 2020, an estimated $235K.
Leonard Rickey Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and held it in 5 quarters.
Leonard Rickey Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $258K in Q2 2019.
350 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.