SevenBridge Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

SevenBridge Financial 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	-1,625	Closed	-$71K	–	346
2019 Q2	$71K	Hold	1,625	–	–	0.03%	237
2019 Q1	$69K	Hold	1,625	–	–	0.03%	211
2018 Q4	$56K	Hold	1,625	–	–	0.03%	198
2018 Q3	$67K	Hold	1,625	–	–	0.04%	196
2018 Q2	$59K	Hold	1,625	–	–	0.03%	219
2018 Q1	$55K	Hold	1,625	–	–	0.03%	227
2017 Q4	$50K	Sell	1,625 -500	-24%	-$15.4K	0.03%	247
2017 Q3	$62K	Hold	2,125	–	–	0.04%	227
2017 Q2	$58K	Hold	2,125	–	–	0.04%	239
2017 Q1	$54K	Hold	2,125	–	–	0.04%	238
2016 Q4	$47K	Hold	2,125	–	–	0.03%	262
2016 Q3	$47K	Hold	2,125	–	–	0.03%	259
2016 Q2	$45K	Buy	+2,125	New	+$43.8K	0.03%	293

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 $14.7B AUM 47% 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

SevenBridge Financial Group's IGV Position: Q3 2019 in Review

SevenBridge Financial Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2019, closing a stake of 1,625 shares — an estimated $71K sold.

SevenBridge Financial Group first reported a position in IGV in Q2 2016 and held it in 13 quarters. The position peaked at $71K in Q2 2019. 224 funds tracked by Wall St. Rank hold IGV as of Q3 2019.

SevenBridge Financial Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 1,625 iShares Expanded Tech-Software Sector ETF shares in Q3 2019, an estimated $71K.
SevenBridge Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $71K in Q2 2019.
224 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.