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Financial Life Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Financial Life 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
2019
Q4 		– Sell
-15,835
Closed -$259K – 46
2019
Q3 		$259K Buy
+15,835
New +$693K 0.16% 44

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Financial Life Advisors's IGV Position: Q4 2019 in Review

Financial Life Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2019, closing a stake of 15,835 shares — an estimated $259K sold.

Financial Life Advisors first reported a position in IGV in Q3 2019 and held it in 1 quarter. The position peaked at $259K in Q3 2019. 260 funds tracked by Wall St. Rank hold IGV as of Q4 2019.

  • Financial Life Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2019 after selling out during the quarter.
  • Financial Life Advisors sold 15,835 iShares Expanded Tech-Software Sector ETF shares in Q4 2019, an estimated $259K.
  • Financial Life Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and held it in 1 quarter.
  • Financial Life Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $259K in Q3 2019.
  • 260 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2019.

Based on Financial Life Advisors's 13F filing for Q4 2019, filed 27 Jan 2020.