McAdam LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

McAdam LLC’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	-630	Closed	-$25K	–	309
2018 Q3	$25K	Hold	630	–	–	0.01%	230
2018 Q2	$23K	Hold	630	–	–	0.01%	221
2018 Q1	$21K	Buy	+630	New	+$21.3K	0.01%	235

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

HIIFS

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

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

McAdam LLC's IGV Position: Q4 2018 in Review

McAdam LLC sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2018, closing a stake of 630 shares — an estimated $25K sold.

McAdam LLC first reported a position in IGV in Q1 2018 and held it in 3 quarters. The position peaked at $25K in Q3 2018. 186 funds tracked by Wall St. Rank hold IGV as of Q4 2018.

McAdam LLC reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 630 iShares Expanded Tech-Software Sector ETF shares in Q4 2018, an estimated $25K.
McAdam LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and held it in 3 quarters.
McAdam LLC's iShares Expanded Tech-Software Sector ETF position peaked at $25K in Q3 2018.
186 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.