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Dowling & Yahnke’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Dowling & Yahnke’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
-1,295
Closed -$60K – 335
2019
Q4 		$60K Buy
+1,295
New +$57.4K ﹤0.01% 315

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

Dowling & Yahnke's IGV Position: Q1 2020 in Review

Dowling & Yahnke sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2020, closing a stake of 1,295 shares — an estimated $60K sold.

Dowling & Yahnke first reported a position in IGV in Q4 2019 and held it in 1 quarter. The position peaked at $60K in Q4 2019. 271 funds tracked by Wall St. Rank hold IGV as of Q1 2020.

  • Dowling & Yahnke reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2020 after selling out during the quarter.
  • Dowling & Yahnke sold 1,295 iShares Expanded Tech-Software Sector ETF shares in Q1 2020, an estimated $60K.
  • Dowling & Yahnke first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 1 quarter.
  • Dowling & Yahnke's iShares Expanded Tech-Software Sector ETF position peaked at $60K in Q4 2019.
  • 271 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2020.

Based on Dowling & Yahnke's 13F filing for Q1 2020, filed 15 May 2020.