CFS Investment Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

CFS Investment Advisory Services’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	-1,834	Closed	-$213K	–	345
2025 Q3	$213K	Hold	1,834	–	–	0.02%	330
2025 Q2	$201K	Buy	+1,834	New	+$181K	0.02%	322
2022 Q3	–	Sell	-10,845	Closed	-$585K	–	154
2022 Q2	$585K	Buy	+10,845	New	+$637K	0.09%	156
2021 Q4	$1.63M	Sell	22,895 -8,065	-26%	-$673K	0.22%	99
2021 Q3	$2.47M	Buy	+30,960	New	+$2.53M	0.34%	62
2020 Q4	$2.07M	Buy	+29,220	New	+$1.94M	0.33%	70

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

CFS Investment Advisory Services's IGV Position: Q4 2025 in Review

CFS Investment Advisory Services sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 1,834 shares — an estimated $213K sold.

CFS Investment Advisory Services first reported a position in IGV in Q4 2020 and held it in 6 quarters. The position peaked at $2.47M in Q3 2021. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

CFS Investment Advisory Services reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
CFS Investment Advisory Services sold 1,834 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $213K.
CFS Investment Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 6 quarters.
CFS Investment Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $2.47M in Q3 2021.
648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on CFS Investment Advisory Services's 13F filing for Q4 2025, filed 10 Feb 2026.