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

Beaumont 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	-1,750	Closed	-$201K	–	391
2025 Q3	$201K	Buy	+1,750	New	+$194K	0.01%	387
2024 Q2	–	Sell	-2,815	Closed	-$240K	–	369
2024 Q1	$240K	Hold	2,815	–	–	0.02%	320
2023 Q4	$228K	Buy	+2,815	New	+$208K	0.02%	306
2022 Q2	–	Sell	-3,915	Closed	-$270K	–	334
2022 Q1	$270K	Buy	3,915 +750	+24%	+$51.5K	0.02%	299
2021 Q4	$252K	Hold	3,165	–	–	0.02%	307
2021 Q3	$253K	Sell	3,165 -100	-3%	-$8.16K	0.02%	297
2021 Q2	$255K	Hold	3,265	–	–	0.02%	320
2021 Q1	$223K	Buy	3,265 +60	+2%	+$4.25K	0.02%	318
2020 Q4	$227K	Sell	3,205 -125	-4%	-$8.28K	0.02%	308
2020 Q3	$207K	Buy	+3,330	New	+$200K	0.02%	298

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

Beaumont Financial Advisors's IGV Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 1,750 shares — an estimated $201K sold.

Beaumont Financial Advisors first reported a position in IGV in Q3 2020 and held it in 10 quarters. The position peaked at $270K in Q1 2022. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

Beaumont Financial Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
Beaumont Financial Advisors sold 1,750 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $201K.
Beaumont Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and held it in 10 quarters.
Beaumont Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $270K in Q1 2022.
648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.