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

MYCIO 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
2015
Q1 		– Sell
-140
Closed -$3K – 678
2014
Q4 		$3K Buy
+140
New +$2.5K ﹤0.01% 560

Other funds holding IGV

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

MYCIO Wealth Partners's IGV Position: Q1 2015 in Review

MYCIO Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2015, closing a stake of 140 shares — an estimated $3K sold.

MYCIO Wealth Partners first reported a position in IGV in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 80 funds tracked by Wall St. Rank hold IGV as of Q1 2015.

  • MYCIO Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2015 after selling out during the quarter.
  • MYCIO Wealth Partners sold 140 iShares Expanded Tech-Software Sector ETF shares in Q1 2015, an estimated $3K.
  • MYCIO Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and held it in 1 quarter.
  • MYCIO Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $3K in Q4 2014.
  • 80 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2015.

Based on MYCIO Wealth Partners's 13F filing for Q1 2015, filed 12 May 2015.