Bruderman Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bruderman Asset 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	-10,035	Closed	-$402K	–	91
2020 Q1	$402K	Sell	10,035 -58,685	-85%	-$2.77M	0.16%	70
2019 Q4	$3.26M	Sell	68,720 -10,415	-13%	-$462K	1.02%	42
2019 Q3	$3.48M	Sell	79,135 -26,705	-25%	-$1.17M	0.88%	44
2019 Q2	$4.62M	Sell	105,840 -12,075	-10%	-$517K	1.09%	35
2019 Q1	$4.97M	Buy	117,915 +116,355	+7,459%	+$4.59M	1.09%	34
2018 Q4	$54K	Buy	+1,560	New	+$56.6K	0.01%	233
2016 Q1	–	Sell	-24,150	Closed	-$501K	–	396
2015 Q4	$501K	Buy	24,150 +23,325	+2,827%	+$481K	0.19%	76
2015 Q3	$16K	Buy	+825	New	+$16.3K	0.01%	297

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

Bruderman Asset Management's IGV Position: Q2 2020 in Review

Bruderman Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2020, closing a stake of 10,035 shares — an estimated $402K sold.

Bruderman Asset Management first reported a position in IGV in Q3 2015 and held it in 8 quarters. The position peaked at $4.97M in Q1 2019. 331 funds tracked by Wall St. Rank hold IGV as of Q2 2020.

Bruderman Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2020 after selling out during the quarter.
Bruderman Asset Management sold 10,035 iShares Expanded Tech-Software Sector ETF shares in Q2 2020, an estimated $402K.
Bruderman Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2015 and held it in 8 quarters.
Bruderman Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $4.97M in Q1 2019.
331 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2020.

Based on Bruderman Asset Management's 13F filing for Q2 2020, filed 6 Aug 2020.