B. Riley Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

B. Riley Wealth 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
2019 Q2	–	Sell	-4,990	Closed	-$210K	–	410
2019 Q1	$210K	Buy	+4,990	New	+$197K	0.04%	340
2015 Q3	–	Sell	-220	Closed	-$4K	–	432
2015 Q2	$4K	Hold	220	–	–	﹤0.01%	883
2015 Q1	$4K	Hold	220	–	–	﹤0.01%	887
2014 Q4	$4K	Hold	220	–	–	﹤0.01%	874
2014 Q3	$3K	Sell	220 -195	-47%	-$3.38K	﹤0.01%	954
2014 Q2	$7K	Hold	415	–	–	﹤0.01%	892
2014 Q1	$7K	Buy	+415	New	+$6.96K	0.01%	833

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

B. Riley Wealth Management's IGV Position: Q2 2019 in Review

B. Riley Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2019, closing a stake of 4,990 shares — an estimated $210K sold.

B. Riley Wealth Management first reported a position in IGV in Q1 2014 and held it in 7 quarters. The position peaked at $210K in Q1 2019. 231 funds tracked by Wall St. Rank hold IGV as of Q2 2019.

B. Riley Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2019 after selling out during the quarter.
B. Riley Wealth Management sold 4,990 iShares Expanded Tech-Software Sector ETF shares in Q2 2019, an estimated $210K.
B. Riley Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2014 and held it in 7 quarters.
B. Riley Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $210K in Q1 2019.
231 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2019.

Based on B. Riley Wealth Management's 13F filing for Q2 2019, filed 14 Aug 2019.