Atom Investors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Atom Investors’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	-66,735	Closed	-$7.68M	–	690
2025 Q3	$7.68M	Buy	66,735 +44,009	+194%	+$4.87M	0.58%	29
2025 Q2	$2.49M	Sell	22,726 -17,987	-44%	-$1.78M	0.22%	132
2025 Q1	$3.62M	Buy	40,713 +18,645	+84%	+$1.84M	0.45%	63
2024 Q4	$2.21M	Buy	+22,068	New	+$2.19M	0.27%	115
2023 Q3	–	Sell	-16,250	Closed	-$1.12M	–	467
2023 Q2	$1.12M	Buy	16,250 +1,180	+8%	+$74.1K	0.43%	53
2023 Q1	$918K	Sell	15,070 -1,065	-7%	-$59.7K	0.5%	46
2022 Q4	$826K	Sell	16,135 -3,865	-19%	-$200K	0.41%	61
2022 Q3	$1M	Hold	20,000	–	–	0.35%	88
2022 Q2	$1.08M	Buy	20,000 +9,280	+87%	+$545K	0.47%	61
2022 Q1	$740K	Buy	+10,720	New	+$736K	0.35%	71

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

Atom Investors's IGV Position: Q4 2025 in Review

Atom Investors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 66,735 shares — an estimated $7.68M sold.

Atom Investors first reported a position in IGV in Q1 2022 and held it in 10 quarters. The position peaked at $7.68M in Q3 2025. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

Atom Investors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
Atom Investors sold 66,735 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $7.68M.
Atom Investors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and held it in 10 quarters.
Atom Investors's iShares Expanded Tech-Software Sector ETF position peaked at $7.68M in Q3 2025.
648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Atom Investors's 13F filing for Q4 2025, filed 17 Feb 2026.