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Partnervest Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Partnervest Advisory 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
2020
Q2 		– Sell
-8,025
Closed -$338K – 239
2020
Q1 		$338K Buy
+8,025
New +$379K 0.15% 117

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Partnervest Advisory Services's IGV Position: Q2 2020 in Review

Partnervest Advisory Services sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2020, closing a stake of 8,025 shares — an estimated $338K sold.

Partnervest Advisory Services first reported a position in IGV in Q1 2020 and held it in 1 quarter. The position peaked at $338K in Q1 2020. 331 funds tracked by Wall St. Rank hold IGV as of Q2 2020.

  • Partnervest Advisory Services reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2020 after selling out during the quarter.
  • Partnervest Advisory Services sold 8,025 iShares Expanded Tech-Software Sector ETF shares in Q2 2020, an estimated $338K.
  • Partnervest Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and held it in 1 quarter.
  • Partnervest Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $338K in Q1 2020.
  • 331 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2020.

Based on Partnervest Advisory Services's 13F filing for Q2 2020, filed 6 Aug 2020.