Wealthspire Advisors (Maryland)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealthspire Advisors (Maryland)’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	-1,345	Closed	-$57K	–	1183
2019 Q1	$57K	Buy	1,345 +875	+186%	+$34.5K	﹤0.01%	850
2018 Q4	$16K	Hold	470	–	–	﹤0.01%	1294
2018 Q3	$19K	Sell	470 -500	-52%	-$19.6K	﹤0.01%	1322
2018 Q2	$35K	Buy	970 +500	+106%	+$18K	﹤0.01%	1092
2018 Q1	$16K	Hold	470	–	–	﹤0.01%	1370
2017 Q4	$15K	Hold	470	–	–	﹤0.01%	1429
2017 Q3	$14K	Hold	470	–	–	﹤0.01%	1438
2017 Q2	$13K	Buy	+470	New	+$12.6K	﹤0.01%	1435

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

Wealthspire Advisors (Maryland)'s IGV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2019, closing a stake of 1,345 shares — an estimated $57K sold.

Wealthspire Advisors (Maryland) first reported a position in IGV in Q2 2017 and held it in 8 quarters. The position peaked at $57K in Q1 2019. 231 funds tracked by Wall St. Rank hold IGV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,345 iShares Expanded Tech-Software Sector ETF shares in Q2 2019, an estimated $57K.
Wealthspire Advisors (Maryland) first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2017 and held it in 8 quarters.
Wealthspire Advisors (Maryland)'s iShares Expanded Tech-Software Sector ETF position peaked at $57K in Q1 2019.
231 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.