Central Asset Investments & Management Holdings’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Central Asset Investments & Management Holdings’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 Q1	–	Sell	-12,100	Closed	-$1.21M	–	56
2024 Q4	$1.21M	Buy	+12,100	New	+$1.2M	0.74%	33
2024 Q3	–	Sell	-2,600	Closed	-$226K	–	52
2024 Q2	$226K	Buy	+2,600	New	+$214K	0.08%	49

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Central Asset Investments & Management Holdings's IGV Position: Q1 2025 in Review

Central Asset Investments & Management Holdings sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 12,100 shares — an estimated $1.21M sold.

Central Asset Investments & Management Holdings first reported a position in IGV in Q2 2024 and held it in 2 quarters. The position peaked at $1.21M in Q4 2024. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

Central Asset Investments & Management Holdings reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
Central Asset Investments & Management Holdings sold 12,100 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $1.21M.
Central Asset Investments & Management Holdings first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and held it in 2 quarters.
Central Asset Investments & Management Holdings's iShares Expanded Tech-Software Sector ETF position peaked at $1.21M in Q4 2024.
628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Central Asset Investments & Management Holdings's 13F filing for Q1 2025, filed 13 May 2025.