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

Almanack Investment 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
2025
Q1 		– Sell
-2,015
Closed -$202K – 168
2024
Q4 		$202K Buy
+2,015
New +$200K 0.03% 176
2024
Q3 		– Sell
-2,565
Closed -$223K – 185
2024
Q2 		$223K Sell
2,565
-55
-2% -$4.52K 0.04% 167
2024
Q1 		$223K Hold
2,620
– – 0.04% 162
2023
Q4 		$213K Buy
+2,620
New +$194K 0.04% 150
2022
Q4 		– Sell
-6,260
Closed -$313K – 648
2022
Q3 		$313K Buy
+6,260
New +$356K 0.06% 104
2022
Q2 		– Sell
-5,015
Closed -$346K – 483
2022
Q1 		$346K Sell
5,015
-25
-0.5% -$1.72K 0.03% 326
2021
Q4 		$401K Sell
5,040
-695
-12% -$58K 0.03% 305
2021
Q3 		$458K Buy
+5,735
New +$468K 0.04% 278
2021
Q1 		– Sell
-137,010
Closed -$9.7M – 454
2020
Q4 		$9.7M Buy
137,010
+2,720
+2% +$180K 1.11% 24
2020
Q3 		$8.37M Buy
134,290
+21,485
+19% +$1.29M 1.03% 25
2020
Q2 		$6.41M Buy
+112,805
New +$5.66M 1.14% 20

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Almanack Investment Partners's IGV Position: Q1 2025 in Review

Almanack Investment Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 2,015 shares — an estimated $202K sold.

Almanack Investment Partners first reported a position in IGV in Q2 2020 and held it in 11 quarters. The position peaked at $9.7M in Q4 2020. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

  • Almanack Investment Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 2,015 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $202K.
  • Almanack Investment Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and held it in 11 quarters.
  • Almanack Investment Partners's iShares Expanded Tech-Software Sector ETF position peaked at $9.7M in Q4 2020.
  • 628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.