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

Bristlecone 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 Q3	–	Sell	-425	Closed	-$46.5K	–	261
2025 Q2	$46.5K	Hold	425	–	–	﹤0.01%	260
2025 Q1	$37.8K	Hold	425	–	–	﹤0.01%	323
2024 Q4	$42.6K	Hold	425	–	–	﹤0.01%	318
2024 Q3	$38K	Buy	+425	New	+$36.4K	﹤0.01%	324
2023 Q2	–	Sell	-425	Closed	-$25.9K	–	302
2023 Q1	$25.9K	Buy	+425	New	+$23.8K	﹤0.01%	314

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bristlecone Advisors's IGV Position: Q3 2025 in Review

Bristlecone Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 425 shares — an estimated $46.5K sold.

Bristlecone Advisors first reported a position in IGV in Q1 2023 and held it in 5 quarters. The position peaked at $46.5K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Bristlecone Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
Bristlecone Advisors sold 425 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $46.5K.
Bristlecone Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 5 quarters.
Bristlecone Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $46.5K in Q2 2025.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Bristlecone Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.