Wilbanks Smith & Thomas Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wilbanks Smith & Thomas 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
2020 Q1	–	Sell	-6,780	Closed	-$316K	–	403
2019 Q4	$316K	Buy	+6,780	New	+$301K	0.02%	318
2017 Q4	–	Sell	-6,850	Closed	-$200K	–	353
2017 Q3	$200K	Buy	+6,850	New	+$196K	0.02%	328

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's IGV Position: Q1 2020 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2020, closing a stake of 6,780 shares — an estimated $316K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in IGV in Q3 2017 and held it in 2 quarters. The position peaked at $316K in Q4 2019. 271 funds tracked by Wall St. Rank hold IGV as of Q1 2020.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2020 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 6,780 iShares Expanded Tech-Software Sector ETF shares in Q1 2020, an estimated $316K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2017 and held it in 2 quarters.
Wilbanks Smith & Thomas Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $316K in Q4 2019.
271 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2020.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q1 2020, filed 6 May 2020.