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

Smart Portfolios 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
2020 Q4	–	Sell	-6,000	Closed	-$373K	–	38
2020 Q3	$373K	Hold	6,000	–	–	0.42%	27
2020 Q2	$355K	Hold	6,000	–	–	0.4%	28
2020 Q1	$252K	Hold	6,000	–	–	0.36%	23
2019 Q4	$280K	Hold	6,000	–	–	0.25%	33
2019 Q3	$262K	Hold	6,000	–	–	0.23%	33
2019 Q2	$262K	Hold	6,000	–	–	0.24%	31
2019 Q1	$253K	Hold	6,000	–	–	0.21%	37
2018 Q4	$208K	Buy	6,000 +3,000	+100%	+$109K	0.16%	41
2018 Q3	$123K	Hold	3,000	–	–	0.08%	61
2018 Q2	$110K	Buy	+3,000	New	+$108K	0.07%	64

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

HIIFS

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

Smart Portfolios LLC's IGV Position: Q4 2020 in Review

Smart Portfolios LLC sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2020, closing a stake of 6,000 shares — an estimated $373K sold.

Smart Portfolios LLC first reported a position in IGV in Q2 2018 and held it in 10 quarters. The position peaked at $373K in Q3 2020. 395 funds tracked by Wall St. Rank hold IGV as of Q4 2020.

Smart Portfolios LLC reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2020 after selling out during the quarter.
Smart Portfolios LLC sold 6,000 iShares Expanded Tech-Software Sector ETF shares in Q4 2020, an estimated $373K.
Smart Portfolios LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and held it in 10 quarters.
Smart Portfolios LLC's iShares Expanded Tech-Software Sector ETF position peaked at $373K in Q3 2020.
395 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2020.

Based on Smart Portfolios LLC's 13F filing for Q4 2020, filed 8 Mar 2021.