HFS
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HL Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

HL Financial Services’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
Q1 		$296K Sell
7,015
-425
-6% -$16.8K ﹤0.01% 613
2018
Q4 		$258K Buy
7,440
+85
+1% +$3.08K ﹤0.01% 627
2018
Q3 		$302K Buy
+7,355
New +$288K ﹤0.01% 638

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

HL Financial Services's IGV Position: Q1 2019 in Review

HL Financial Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5.7% in Q1 2019, selling an estimated $16.8K and leaving 7,015 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

HL Financial Services first reported a position in IGV in Q3 2018 and has held it in 3 quarters since. The position peaked at $302K in Q3 2018. 207 funds tracked by Wall St. Rank hold IGV as of Q1 2019.

  • HL Financial Services held 7,015 shares of iShares Expanded Tech-Software Sector ETF worth $296K as of Q1 2019.
  • HL Financial Services sold 425 iShares Expanded Tech-Software Sector ETF shares in Q1 2019, an estimated $16.8K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of HL Financial Services's portfolio in Q1 2019, its #613 holding.
  • HL Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's iShares Expanded Tech-Software Sector ETF position peaked at $302K in Q3 2018.
  • 207 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.