Ropes Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ropes Wealth 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
2021 Q1	–	Sell	-870	Closed	-$62K	–	495
2020 Q4	$62K	Hold	870	–	–	0.01%	354
2020 Q3	$54K	Hold	870	–	–	0.01%	323
2020 Q2	$50K	Hold	870	–	–	0.01%	313
2020 Q1	$37K	Buy	870 +275	+46%	+$13K	0.01%	307
2019 Q4	$28K	Hold	595	–	–	0.01%	385
2019 Q3	$25K	Hold	595	–	–	0.01%	406
2019 Q2	$26K	Hold	595	–	–	0.01%	407
2019 Q1	$25K	Buy	+595	New	+$23.5K	0.01%	392

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

Ropes Wealth Advisors's IGV Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2021, closing a stake of 870 shares — an estimated $62K sold.

Ropes Wealth Advisors first reported a position in IGV in Q1 2019 and held it in 8 quarters. The position peaked at $62K in Q4 2020. 367 funds tracked by Wall St. Rank hold IGV as of Q1 2021.

Ropes Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 870 iShares Expanded Tech-Software Sector ETF shares in Q1 2021, an estimated $62K.
Ropes Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and held it in 8 quarters.
Ropes Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $62K in Q4 2020.
367 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.