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Julex Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Julex Capital 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
Q3 		$2K Buy
50
+30
+150% +$1.31K ﹤0.01% 123
2019
Q2 		$0 Buy
+20
New +$857 ﹤0.01% 174

Other funds holding IGV

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Julex Capital Management's IGV Position: Q3 2019 in Review

Julex Capital Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 150% in Q3 2019, buying an estimated $1.31K and bringing the position to 50 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #123.

Julex Capital Management first reported a position in IGV in Q2 2019 and has held it in 2 quarters since. 224 funds tracked by Wall St. Rank hold IGV as of Q3 2019.

  • Julex Capital Management held 50 shares of iShares Expanded Tech-Software Sector ETF worth $2K as of Q3 2019.
  • Julex Capital Management bought 30 iShares Expanded Tech-Software Sector ETF shares in Q3 2019, an estimated $1.31K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Julex Capital Management's portfolio in Q3 2019, its #123 holding.
  • Julex Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 2 quarters since.
  • 224 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2019.

Based on Julex Capital Management's 13F filing for Q3 2019, filed 18 Oct 2019.