AWM
IGV icon

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

Avior 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
Q1 		– Sell
-965
Closed -$96.6K – 1502
2024
Q4 		$96.6K Hold
965
– – ﹤0.01% 912
2024
Q3 		$86.2K Sell
965
-750
-44% -$64.3K ﹤0.01% 928
2024
Q2 		$149K Hold
1,715
– – 0.01% 755
2024
Q1 		$146K Hold
1,715
– – 0.01% 803
2023
Q4 		$139K Hold
1,715
– – 0.01% 565
2023
Q3 		$117K Hold
1,715
– – 0.01% 602
2023
Q2 		$119K Sell
1,715
-150
-8% -$9.42K 0.01% 603
2023
Q1 		$114K Hold
1,865
– – 0.01% 618
2022
Q4 		$95.4K Hold
1,865
– – 0.01% 539
2022
Q3 		$93K Hold
1,865
– – 0.01% 532
2022
Q2 		$100K Sell
1,865
-250
-12% -$14.7K 0.01% 489
2022
Q1 		$145K Sell
2,115
-540
-20% -$37.1K 0.01% 467
2021
Q4 		$211K Sell
2,655
-350
-12% -$29.2K 0.02% 421
2021
Q3 		$239K Buy
3,005
+1,000
+50% +$81.6K 0.02% 402
2021
Q2 		$156K Sell
2,005
-2,375
-54% -$172K 0.02% 423
2021
Q1 		$299K Sell
4,380
-1,960
-31% -$139K 0.03% 361
2020
Q4 		$448K Sell
6,340
-9,140
-59% -$606K 0.06% 292
2020
Q3 		$963K Sell
15,480
-21,045
-58% -$1.26M 0.14% 141
2020
Q2 		$2.08M Sell
36,525
-5,325
-13% -$267K 0.32% 75
2020
Q1 		$1.76M Sell
41,850
-109,490
-72% -$5.18M 0.35% 75
2019
Q4 		$7.05M Sell
151,340
-43,495
-22% -$1.93M 1.13% 17
2019
Q3 		$8.26M Sell
194,835
-42,040
-18% -$1.84M 1.45% 13
2019
Q2 		$10.3M Buy
+236,875
New +$10.2M 1.86% 6
2017
Q2 		– Sell
-1,580
Closed -$40K – 467
2017
Q1 		$40K Hold
1,580
– – 0.01% 245
2016
Q4 		$34K Hold
1,580
– – 0.01% 240
2016
Q3 		$36K Hold
1,580
– – 0.01% 245
2016
Q2 		$33K Hold
1,580
– – 0.01% 234
2016
Q1 		$32K Buy
1,580
+15
+1% +$284 0.01% 236
2015
Q4 		$33K Hold
1,565
– – 0.02% 205
2015
Q3 		$30K Buy
+1,565
New +$31K 0.02% 202

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Avior Wealth Management's IGV Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 965 shares — an estimated $96.6K sold.

Avior Wealth Management first reported a position in IGV in Q3 2015 and held it in 30 quarters. The position peaked at $10.3M in Q2 2019. 629 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 965 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $96.6K.
  • Avior Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2015 and held it in 30 quarters.
  • Avior Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $10.3M in Q2 2019.
  • 629 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.