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Baltimore-Washington Financial Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Baltimore-Washington Financial Advisors’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
-2,041
Closed -$235K – 194
2025
Q3 		$235K Buy
+2,041
New +$226K 0.01% 167

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
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
CI
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $330M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IGV Position: Q4 2025 in Review

Baltimore-Washington Financial Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 2,041 shares — an estimated $235K sold.

Baltimore-Washington Financial Advisors first reported a position in IGV in Q3 2025 and held it in 1 quarter. The position peaked at $235K in Q3 2025. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Baltimore-Washington Financial Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 2,041 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $235K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $235K in Q3 2025.
  • 648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.