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Moneta Group Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Moneta Group Investment 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 		– Sell
-650
Closed -$22K – 502
2018
Q1 		$22K Buy
+650
New +$22K ﹤0.01% 393

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 $20.6B AUM 59.59% 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

Moneta Group Investment Advisors's IGV Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2018, closing a stake of 650 shares — an estimated $22K sold.

Moneta Group Investment Advisors first reported a position in IGV in Q1 2018 and held it in 1 quarter. The position peaked at $22K in Q1 2018. 176 funds tracked by Wall St. Rank hold IGV as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 650 iShares Expanded Tech-Software Sector ETF shares in Q2 2018, an estimated $22K.
  • Moneta Group Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $22K in Q1 2018.
  • 176 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.