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

Churchill 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	-49,220	Closed	-$4.38M	–	159
2025 Q1	$4.38M	Sell	49,220 -187,667	-79%	-$18.5M	0.06%	100
2024 Q4	$23.7M	Sell	236,887 -5,551	-2%	-$550K	0.26%	31
2024 Q3	$21.7M	Sell	242,438 -3,289	-1%	-$282K	0.25%	35
2024 Q2	$21.4M	Buy	245,727 +2,549	+1%	+$209K	0.25%	35
2024 Q1	$20.7M	Sell	243,178 -35,237	-13%	-$2.97M	0.26%	32
2023 Q4	$22.6M	Buy	+278,415	New	+$20.6M	0.35%	24
2021 Q2	–	Sell	-5,220	Closed	-$356K	–	143
2021 Q1	$356K	Sell	5,220 -2,249,445	-100%	-$159M	0.01%	132
2020 Q4	$160M	Buy	+2,254,665	New	+$149M	2.72%	17
2019 Q4	–	Sell	-568,055	Closed	-$24.1M	–	130
2019 Q3	$24.1M	Sell	568,055 -52,435	-8%	-$2.29M	0.61%	21
2019 Q2	$27.1M	Sell	620,490 -40,665	-6%	-$1.74M	0.73%	17
2019 Q1	$27.9M	Buy	+661,155	New	+$26.1M	0.74%	14

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

Churchill Management's IGV Position: Q2 2025 in Review

Churchill Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 49,220 shares — an estimated $4.38M sold.

Churchill Management first reported a position in IGV in Q1 2019 and held it in 11 quarters. The position peaked at $160M in Q4 2020. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Churchill Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
Churchill Management sold 49,220 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $4.38M.
Churchill Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and held it in 11 quarters.
Churchill Management's iShares Expanded Tech-Software Sector ETF position peaked at $160M in Q4 2020.
685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Churchill Management's 13F filing for Q2 2025, filed 18 Jul 2025.