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

Kabarec Financial 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
2018
Q2 		$44K Hold
1,215
– – 0.03% 57
2018
Q1 		$41K Hold
1,215
– – 0.03% 56
2017
Q4 		$37K Buy
+1,215
New +$37.4K 0.02% 57

Other funds holding IGV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Kabarec Financial Advisors's IGV Position: Q2 2018 in Review

Kabarec Financial Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2018 at 1,215 shares worth $44K. The position accounts for 0.03% of the portfolio, ranked #57.

Kabarec Financial Advisors first reported a position in IGV in Q4 2017 and has held it in 3 quarters since. 176 funds tracked by Wall St. Rank hold IGV as of Q2 2018.

  • Kabarec Financial Advisors held 1,215 shares of iShares Expanded Tech-Software Sector ETF worth $44K as of Q2 2018.
  • Kabarec Financial Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2018.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Kabarec Financial Advisors's portfolio in Q2 2018, its #57 holding.
  • Kabarec Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and has held it in 3 quarters since.
  • 176 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.