Hefty Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Hefty Wealth Partners’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
2018 Q1	–	Sell	-1,860	Closed	-$57K	–	260
2017 Q4	$57K	Sell	1,860 -290	-13%	-$8.93K	0.04%	135
2017 Q3	$63K	Buy	+2,150	New	+$61.6K	0.04%	122
2016 Q2	–	Sell	-285	Closed	-$5K	–	223
2016 Q1	$5K	Sell	285 -1,950	-87%	-$36.9K	﹤0.01%	169
2015 Q4	$46K	Buy	+2,235	New	+$46.1K	0.04%	105

Other funds holding IGV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hefty Wealth Partners's IGV Position: Q1 2018 in Review

Hefty Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2018, closing a stake of 1,860 shares — an estimated $57K sold.

Hefty Wealth Partners first reported a position in IGV in Q4 2015 and held it in 4 quarters. The position peaked at $63K in Q3 2017. 158 funds tracked by Wall St. Rank hold IGV as of Q1 2018.

Hefty Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 1,860 iShares Expanded Tech-Software Sector ETF shares in Q1 2018, an estimated $57K.
Hefty Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2015 and held it in 4 quarters.
Hefty Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $63K in Q3 2017.
158 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.