WFG Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

WFG Advisors’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
2017 Q2	$43K	Sell	1,570 -5	-0.3%	-$134	0.01%	734
2017 Q1	$40K	Buy	1,575 +5	+0.3%	+$121	0.01%	721
2016 Q4	$34K	Hold	1,570	–	–	0.01%	808
2016 Q3	$36K	Sell	1,570 -25	-2%	-$554	0.01%	782
2016 Q2	$34K	Buy	1,595 +1,570	+6,280%	+$32.3K	0.01%	800
2016 Q1	$1K	Buy	+25	New	+$473	﹤0.01%	1420
2013 Q4	–	Sell	-5,175	Closed	-$79K	–	2260
2013 Q3	$79K	Buy	+5,175	New	+$76.2K	0.01%	778

Other funds holding IGV

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

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

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

WFG Advisors's IGV Position: Q2 2017 in Review

WFG Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.32% in Q2 2017, selling an estimated $134 and leaving 1,570 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #734.

WFG Advisors first reported a position in IGV in Q3 2013 and has held it in 7 quarters since. The position peaked at $79K in Q3 2013. 107 funds tracked by Wall St. Rank hold IGV as of Q2 2017.

WFG Advisors held 1,570 shares of iShares Expanded Tech-Software Sector ETF worth $43K as of Q2 2017.
WFG Advisors sold 5 iShares Expanded Tech-Software Sector ETF shares in Q2 2017, an estimated $134.
iShares Expanded Tech-Software Sector ETF made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #734 holding.
WFG Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2013 and has held it in 7 quarters since.
WFG Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $79K in Q3 2013.
107 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.