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Dana Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Dana Investment Advisors’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
Q1 		– Sell
-4,845
Closed -$226K – 288
2019
Q4 		$226K Hold
4,845
– – 0.01% 278
2019
Q3 		$205K Hold
4,845
– – 0.01% 257
2019
Q2 		$212K Buy
+4,845
New +$208K 0.01% 274

Other funds holding IGV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dana Investment Advisors's IGV Position: Q1 2020 in Review

Dana Investment Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2020, closing a stake of 4,845 shares — an estimated $226K sold.

Dana Investment Advisors first reported a position in IGV in Q2 2019 and held it in 3 quarters. The position peaked at $226K in Q4 2019. 271 funds tracked by Wall St. Rank hold IGV as of Q1 2020.

  • Dana Investment Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2020 after selling out during the quarter.
  • Dana Investment Advisors sold 4,845 iShares Expanded Tech-Software Sector ETF shares in Q1 2020, an estimated $226K.
  • Dana Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and held it in 3 quarters.
  • Dana Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $226K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2020.

Based on Dana Investment Advisors's 13F filing for Q1 2020, filed 13 May 2020.