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

WealthSource 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
2019 Q2	–	Sell	-6,235	Closed	-$263K	–	462
2019 Q1	$263K	Buy	+6,235	New	+$246K	0.06%	276
2018 Q4	–	Sell	-5,665	Closed	-$232K	–	325
2018 Q3	$232K	Buy	+5,665	New	+$222K	0.06%	267

Other funds holding IGV

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

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

WealthSource Partners's IGV Position: Q2 2019 in Review

WealthSource Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2019, closing a stake of 6,235 shares — an estimated $263K sold.

WealthSource Partners first reported a position in IGV in Q3 2018 and held it in 2 quarters. The position peaked at $263K in Q1 2019. 231 funds tracked by Wall St. Rank hold IGV as of Q2 2019.

WealthSource Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2019 after selling out during the quarter.
WealthSource Partners sold 6,235 iShares Expanded Tech-Software Sector ETF shares in Q2 2019, an estimated $263K.
WealthSource Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and held it in 2 quarters.
WealthSource Partners's iShares Expanded Tech-Software Sector ETF position peaked at $263K in Q1 2019.
231 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2019.

Based on WealthSource Partners's 13F filing for Q2 2019, filed 9 Aug 2019.