Winch Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Winch Advisory Services’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	-45	Closed	-$2K	–	361
2019 Q4	$2K	Hold	45	–	–	﹤0.01%	319
2019 Q3	$2K	Hold	45	–	–	﹤0.01%	298
2019 Q2	$2K	Hold	45	–	–	﹤0.01%	360
2019 Q1	$2K	Buy	+45	New	+$1.78K	﹤0.01%	321
2015 Q3	–	Sell	-10,055	Closed	-$200K	–	254
2015 Q2	$200K	Buy	+10,055	New	+$202K	0.11%	92

Other funds holding IGV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Winch Advisory Services's IGV Position: Q1 2020 in Review

Winch Advisory Services sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2020, closing a stake of 45 shares — an estimated $2K sold.

Winch Advisory Services first reported a position in IGV in Q2 2015 and held it in 5 quarters. The position peaked at $200K in Q2 2015. 271 funds tracked by Wall St. Rank hold IGV as of Q1 2020.

Winch Advisory Services reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2020 after selling out during the quarter.
Winch Advisory Services sold 45 iShares Expanded Tech-Software Sector ETF shares in Q1 2020, an estimated $2K.
Winch Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2015 and held it in 5 quarters.
Winch Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $200K in Q2 2015.
271 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2020.

Based on Winch Advisory Services's 13F filing for Q1 2020, filed 13 May 2020.