Winslow Evans & Crocker’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Winslow Evans & Crocker’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	$9K	Hold	125	–	–	﹤0.01%	970
2020 Q3	$8K	Hold	125	–	–	﹤0.01%	794
2020 Q2	$7K	Buy	+125	New	+$6.27K	﹤0.01%	803
2020 Q1	–	Sell	-250	Closed	-$12K	–	1144
2019 Q4	$12K	Hold	250	–	–	﹤0.01%	768
2019 Q3	$12K	Hold	250	–	–	﹤0.01%	754
2019 Q2	$12K	Hold	250	–	–	﹤0.01%	772
2019 Q1	$12K	Hold	250	–	–	﹤0.01%	772
2018 Q4	$10K	Hold	250	–	–	﹤0.01%	771
2018 Q3	$12K	Hold	250	–	–	﹤0.01%	767
2018 Q2	$10K	Hold	250	–	–	﹤0.01%	795
2018 Q1	$8.49K	Hold	250	–	–	﹤0.01%	819
2017 Q4	$7.73K	Hold	250	–	–	﹤0.01%	854
2017 Q3	$7.31K	Sell	250 -805	-76%	-$23.1K	﹤0.01%	870
2017 Q2	$28.9K	Sell	1,055 -5	-0.5%	-$134	0.01%	676
2017 Q1	$26.7K	Sell	1,060 -5,560	-84%	-$134K	0.01%	676
2016 Q4	$144K	Hold	6,620	–	–	0.04%	339
2016 Q3	$150K	Hold	6,620	–	–	0.04%	337
2016 Q2	$139K	Buy	6,620 +5	+0.1%	+$103	0.04%	319
2016 Q1	$133K	Sell	6,615 -5	-0.1%	-$95	0.04%	323
2015 Q4	$137K	Hold	6,620	–	–	0.04%	347
2015 Q3	$125K	Hold	6,620	–	–	0.04%	351
2015 Q2	$132K	Hold	6,620	–	–	0.04%	371
2015 Q1	$127K	Hold	6,620	–	–	0.04%	375
2014 Q4	$123K	Hold	6,620	–	–	0.04%	370
2014 Q3	$114K	Buy	6,620 +5	+0.1%	+$87	0.03%	401
2014 Q2	$114K	Hold	6,615	–	–	0.04%	343
2014 Q1	$110K	Hold	6,615	–	–	0.04%	338
2013 Q4	$109K	Buy	+6,615	New	+$103K	0.04%	361

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

Winslow Evans & Crocker's IGV Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q4 2020 at 125 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Winslow Evans & Crocker first reported a position in IGV in Q4 2013 and has held it in 28 quarters since. The position peaked at $150K in Q3 2016. 395 funds tracked by Wall St. Rank hold IGV as of Q4 2020.

Winslow Evans & Crocker held 125 shares of iShares Expanded Tech-Software Sector ETF worth $9K as of Q4 2020.
Winslow Evans & Crocker left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q4 2020.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #970 holding.
Winslow Evans & Crocker first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2013 and has held it in 28 quarters since.
Winslow Evans & Crocker's iShares Expanded Tech-Software Sector ETF position peaked at $150K in Q3 2016.
395 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.