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

Abound 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
2025 Q4	–	Sell	-590	Closed	-$67.9K	–	1465
2025 Q3	$67.9K	Hold	590	–	–	0.02%	175
2025 Q2	$64.6K	Hold	590	–	–	0.02%	171
2025 Q1	$52.5K	Hold	590	–	–	0.02%	181
2024 Q4	$59.1K	Hold	590	–	–	0.02%	159
2024 Q3	$52.8K	Sell	590 -10	-2%	-$857	0.02%	172
2024 Q2	$52.2K	Hold	600	–	–	0.02%	145
2024 Q1	$51.2K	Hold	600	–	–	0.02%	148
2023 Q4	$48.7K	Buy	600 +10	+2%	+$740	0.02%	149
2023 Q3	$40.3K	Hold	590	–	–	0.02%	153
2023 Q2	$40.8K	Hold	590	–	–	0.02%	153
2023 Q1	$36K	Hold	590	–	–	0.02%	155
2022 Q4	$30.2K	Hold	590	–	–	0.01%	155
2022 Q3	$29.5K	Hold	590	–	–	0.02%	159
2022 Q2	$31.8K	Sell	590 -2,535	-81%	-$149K	0.02%	73
2022 Q1	$215K	Buy	+3,125	New	+$215K	0.16%	40

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAF

Laura & John Arnold Foundation Houston, Texas $330M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Abound Wealth Management's IGV Position: Q4 2025 in Review

Abound Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 590 shares — an estimated $67.9K sold.

Abound Wealth Management first reported a position in IGV in Q1 2022 and held it in 15 quarters. The position peaked at $215K in Q1 2022. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

Abound Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
Abound Wealth Management sold 590 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $67.9K.
Abound Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and held it in 15 quarters.
Abound Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $215K in Q1 2022.
648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.