Carolinas Wealth Consulting’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-148	Closed	-$13.2K	–	444
2025 Q1	$13.2K	Buy	148 +30	+25%	+$2.96K	﹤0.01%	501
2024 Q4	$11.8K	Hold	118	–	–	﹤0.01%	527
2024 Q3	$10.5K	Hold	118	–	–	﹤0.01%	557
2024 Q2	$10.2K	Buy	118 +1	+0.9%	+$82	﹤0.01%	556
2024 Q1	$10K	Buy	+117	New	+$9.87K	﹤0.01%	557
2022 Q2	–	Sell	-180	Closed	-$12K	–	916
2022 Q1	$12K	Sell	180 -490	-73%	-$33.6K	﹤0.01%	574
2021 Q4	$53K	Buy	+670	New	+$55.9K	0.01%	356

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carolinas Wealth Consulting's IGV Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 148 shares — an estimated $13.2K sold.

Carolinas Wealth Consulting first reported a position in IGV in Q4 2021 and held it in 7 quarters. The position peaked at $53K in Q4 2021. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Carolinas Wealth Consulting reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 148 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $13.2K.
Carolinas Wealth Consulting first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and held it in 7 quarters.
Carolinas Wealth Consulting's iShares Expanded Tech-Software Sector ETF position peaked at $53K in Q4 2021.
685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.