Torch Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Torch Wealth Management’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 Q4	$233K	Hold	5,000	–	–	0.13%	103
2019 Q3	$212K	Hold	5,000	–	–	0.13%	104
2019 Q2	$218K	Hold	5,000	–	–	0.13%	98
2019 Q1	$211K	Buy	+5,000	New	+$197K	0.13%	101
2018 Q4	–	Sell	-5,000	Closed	-$205K	–	100
2018 Q3	$205K	Buy	+5,000	New	+$196K	0.12%	101
2014 Q3	–	Sell	-5,000	Closed	-$86K	–	165
2014 Q2	$86K	Hold	5,000	–	–	0.06%	134
2014 Q1	$83K	Hold	5,000	–	–	0.06%	123
2013 Q4	$82K	Buy	+5,000	New	+$77.8K	0.06%	117

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Torch Wealth Management's IGV Position: Q4 2019 in Review

Torch Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q4 2019 at 5,000 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #103.

Torch Wealth Management first reported a position in IGV in Q4 2013 and has held it in 8 quarters since. 260 funds tracked by Wall St. Rank hold IGV as of Q4 2019.

Torch Wealth Management held 5,000 shares of iShares Expanded Tech-Software Sector ETF worth $233K as of Q4 2019.
Torch Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q4 2019.
iShares Expanded Tech-Software Sector ETF made up 0.13% of Torch Wealth Management's portfolio in Q4 2019, its #103 holding.
Torch Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2013 and has held it in 8 quarters since.
260 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2019.

Based on Torch Wealth Management's 13F filing for Q4 2019, filed 25 Feb 2020.