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

Financial Gravity 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
2019 Q4	$233K	Buy	+925	New	+$41K	0.16%	93
2018 Q3	$0	Hold	10	–	–	﹤0.01%	1500
2018 Q2	$0	Hold	10	–	–	﹤0.01%	1503
2018 Q1	$0	Buy	+10	New	+$338	﹤0.01%	1445

Other funds holding IGV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Financial Gravity Asset Management's IGV Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2019: 925 shares worth $233K. The stake represents 0.16% of the portfolio and ranks #93 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in IGV as recently as Q3 2018.

Financial Gravity Asset Management first reported a position in IGV in Q1 2018 and has held it in 4 quarters since. 260 funds tracked by Wall St. Rank hold IGV as of Q4 2019.

Financial Gravity Asset Management held 925 shares of iShares Expanded Tech-Software Sector ETF worth $233K as of Q4 2019.
iShares Expanded Tech-Software Sector ETF was a new Financial Gravity Asset Management position in Q4 2019.
iShares Expanded Tech-Software Sector ETF made up 0.16% of Financial Gravity Asset Management's portfolio in Q4 2019, its #93 holding.
Financial Gravity Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and has held it in 4 quarters since.
260 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.