Polaris Wealth Advisory Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Polaris Wealth Advisory Group’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	–	Sell	-289,000	Closed	-$12.8M	–	167
2019 Q2	$12.8M	Sell	289,000 -306,050	-51%	-$13.1M	0.97%	41
2019 Q1	$25.4M	Buy	595,050 +248,705	+72%	+$9.82M	1.91%	18
2018 Q4	$12M	Sell	346,345 -7,900	-2%	-$286K	1.13%	38
2018 Q3	$14.5M	Buy	+354,245	New	+$13.9M	1%	44
2016 Q1	–	Sell	-547,010	Closed	-$11.4M	–	123
2015 Q4	$11.4M	Sell	547,010 -59,855	-10%	-$1.24M	1.83%	11
2015 Q3	$11.5M	Sell	606,865 -18,875	-3%	-$374K	2.35%	11
2015 Q2	$12.4M	Sell	625,740 -30,830	-5%	-$619K	2.47%	13
2015 Q1	$12.6M	Sell	656,570 -31,155	-5%	-$587K	2.29%	14
2014 Q4	$12.8M	Buy	+687,725	New	+$12.3M	2.62%	14

Other funds holding IGV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Polaris Wealth Advisory Group's IGV Position: Q3 2019 in Review

Polaris Wealth Advisory Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2019, closing a stake of 289,000 shares — an estimated $12.8M sold.

Polaris Wealth Advisory Group first reported a position in IGV in Q4 2014 and held it in 9 quarters. The position peaked at $25.4M in Q1 2019. 224 funds tracked by Wall St. Rank hold IGV as of Q3 2019.

Polaris Wealth Advisory Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2019 after selling out during the quarter.
Polaris Wealth Advisory Group sold 289,000 iShares Expanded Tech-Software Sector ETF shares in Q3 2019, an estimated $12.8M.
Polaris Wealth Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and held it in 9 quarters.
Polaris Wealth Advisory Group's iShares Expanded Tech-Software Sector ETF position peaked at $25.4M in Q1 2019.
224 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2019.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2019, filed 9 Oct 2019.