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Wintrust Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wintrust Investments’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
2017
Q2 		– Sell
-44,155
Closed -$1.12M – 297
2017
Q1 		$1.12M Buy
44,155
+12,710
+40% +$306K 0.32% 73
2016
Q4 		$685K Buy
+31,445
New +$703K 0.29% 69

Other funds holding IGV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Wintrust Investments's IGV Position: Q2 2017 in Review

Wintrust Investments sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2017, closing a stake of 44,155 shares — an estimated $1.12M sold.

Wintrust Investments first reported a position in IGV in Q4 2016 and held it in 2 quarters. The position peaked at $1.12M in Q1 2017. 107 funds tracked by Wall St. Rank hold IGV as of Q2 2017.

  • Wintrust Investments reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2017 after selling out during the quarter.
  • Wintrust Investments sold 44,155 iShares Expanded Tech-Software Sector ETF shares in Q2 2017, an estimated $1.12M.
  • Wintrust Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2016 and held it in 2 quarters.
  • Wintrust Investments's iShares Expanded Tech-Software Sector ETF position peaked at $1.12M in Q1 2017.
  • 107 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2017.

Based on Wintrust Investments's 13F filing for Q2 2017, filed 4 Aug 2017.