Chesapeake Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Chesapeake Asset Management’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	-285	Closed	-$25.4K	–	422
2025 Q1	$25.4K	Sell	285 -340	-54%	-$33.6K	0.02%	152
2024 Q4	$62.6K	Hold	625	–	–	0.06%	123
2024 Q3	$55.9K	Hold	625	–	–	0.05%	127
2024 Q2	$54.3K	Hold	625	–	–	0.05%	121
2024 Q1	$53.3K	Hold	625	–	–	0.05%	117
2023 Q4	$50.7K	Hold	625	–	–	0.05%	137
2023 Q3	$42.7K	Buy	625 +285	+84%	+$20K	0.04%	154
2023 Q2	$23.5K	Hold	340	–	–	0.02%	180
2023 Q1	$20.7K	Buy	+340	New	+$19.1K	0.02%	184

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

Chesapeake Asset Management's IGV Position: Q2 2025 in Review

Chesapeake Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 285 shares — an estimated $25.4K sold.

Chesapeake Asset Management first reported a position in IGV in Q1 2023 and held it in 9 quarters. The position peaked at $62.6K in Q4 2024. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Chesapeake Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
Chesapeake Asset Management sold 285 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $25.4K.
Chesapeake Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 9 quarters.
Chesapeake Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $62.6K in Q4 2024.
685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Chesapeake Asset Management's 13F filing for Q2 2025, filed 15 Oct 2025.