Capstone Wealth Management Group (Pennsylvania)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	-29,879	Closed	-$3.44M	–	85
2025 Q3	$3.44M	Sell	29,879 -1,819	-6%	-$201K	1.46%	21
2025 Q2	$3.47M	Buy	+31,698	New	+$3.13M	3.33%	7

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

Capstone Wealth Management Group (Pennsylvania)'s IGV Position: Q4 2025 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 29,879 shares — an estimated $3.44M sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in IGV in Q2 2025 and held it in 2 quarters. The position peaked at $3.47M in Q2 2025. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

Capstone Wealth Management Group (Pennsylvania) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
Capstone Wealth Management Group (Pennsylvania) sold 29,879 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $3.44M.
Capstone Wealth Management Group (Pennsylvania) first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 2 quarters.
Capstone Wealth Management Group (Pennsylvania)'s iShares Expanded Tech-Software Sector ETF position peaked at $3.47M in Q2 2025.
648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q4 2025, filed 13 Feb 2026.