Apexium Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Apexium Financial’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 Q3	$433K	Buy	+3,767	New	+$417K	0.02%	209
2023 Q3	–	Sell	-6,425	Closed	-$444K	–	216
2023 Q2	$444K	Sell	6,425 -720	-10%	-$45.2K	0.04%	142
2023 Q1	$435K	Sell	7,145 -2,055	-22%	-$115K	0.04%	142
2022 Q4	$471K	Sell	9,200 -2,295	-20%	-$119K	0.05%	137
2022 Q3	$549K	Buy	11,495 +3,665	+47%	+$208K	0.07%	112
2022 Q2	$422K	Sell	7,830 -24,710	-76%	-$1.45M	0.24%	62
2022 Q1	$2.51M	Sell	32,540 -920	-3%	-$63.2K	1.32%	12
2021 Q4	$2.66M	Sell	33,460 -440	-1%	-$36.7K	1.37%	12
2021 Q3	$2.71M	Buy	33,900 +1,490	+5%	+$122K	1.56%	12
2021 Q2	$2.53M	Buy	32,410 +2,930	+10%	+$212K	1.57%	13
2021 Q1	$2.01M	Buy	29,480 +1,935	+7%	+$137K	1.48%	15
2020 Q4	$1.95M	Sell	27,545 -290	-1%	-$19.2K	1.54%	14
2020 Q3	$1.72M	Buy	27,835 +10,675	+62%	+$641K	1.4%	16
2020 Q2	$976K	Buy	+17,160	New	+$861K	0.88%	25

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

MIFH

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Apexium Financial's IGV Position: Q3 2025 in Review

Apexium Financial opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025: 3,767 shares worth $433K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings. This is a return to the name: Apexium Financial previously reported a position in IGV as recently as Q2 2023.

Apexium Financial first reported a position in IGV in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.71M in Q3 2021. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Apexium Financial held 3,767 shares of iShares Expanded Tech-Software Sector ETF worth $433K as of Q3 2025.
iShares Expanded Tech-Software Sector ETF was a new Apexium Financial position in Q3 2025.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #209 holding.
Apexium Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 14 quarters since.
Apexium Financial's iShares Expanded Tech-Software Sector ETF position peaked at $2.71M in Q3 2021.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.