BerganKDV Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

BerganKDV 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
2020 Q2	–	Sell	-875	Closed	-$37K	–	1020
2020 Q1	$37K	Buy	+875	New	+$41.4K	0.01%	354
2019 Q3	–	Sell	-500	Closed	-$22K	–	718
2019 Q2	$22K	Hold	500	–	–	﹤0.01%	415
2019 Q1	$21K	Buy	+500	New	+$19.7K	﹤0.01%	430

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

MIFH

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

BerganKDV Wealth Management's IGV Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2020, closing a stake of 875 shares — an estimated $37K sold.

BerganKDV Wealth Management first reported a position in IGV in Q1 2019 and held it in 3 quarters. The position peaked at $37K in Q1 2020. 331 funds tracked by Wall St. Rank hold IGV as of Q2 2020.

BerganKDV Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 875 iShares Expanded Tech-Software Sector ETF shares in Q2 2020, an estimated $37K.
BerganKDV Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and held it in 3 quarters.
BerganKDV Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $37K in Q1 2020.
331 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.