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Gupta Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Gupta Wealth 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
2016
Q1 		$7K Hold
350
– – ﹤0.01% 916
2015
Q4 		$7K Hold
350
– – ﹤0.01% 960
2015
Q3 		$7K Hold
350
– – ﹤0.01% 988
2015
Q2 		$7K Buy
+350
New +$7.03K ﹤0.01% 965

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $16.3B AUM 44.61% 1-Year Est. Return

Gupta Wealth Management's IGV Position: Q1 2016 in Review

Gupta Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2016 at 350 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

Gupta Wealth Management first reported a position in IGV in Q2 2015 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold IGV as of Q1 2016.

  • Gupta Wealth Management held 350 shares of iShares Expanded Tech-Software Sector ETF worth $7K as of Q1 2016.
  • Gupta Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2016.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #916 holding.
  • Gupta Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2015 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.