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

Briaud Financial Planning’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 		– Sell
-150
Closed -$16K – 177
2025
Q2 		$16K Buy
+150
New +$14.8K 0.01% 200

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Briaud Financial Planning's IGV Position: Q3 2025 in Review

Briaud Financial Planning sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 150 shares — an estimated $16K sold.

Briaud Financial Planning first reported a position in IGV in Q2 2025 and held it in 1 quarter. The position peaked at $16K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • Briaud Financial Planning reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 150 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $16K.
  • Briaud Financial Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 1 quarter.
  • Briaud Financial Planning's iShares Expanded Tech-Software Sector ETF position peaked at $16K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.