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Clarius Group LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Clarius Group LLC’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 		$1.77M Hold
16,733
– – 0.1% 80
2025
Q3 		$1.92M Hold
16,733
– – 0.11% 76
2025
Q2 		$1.83M Hold
16,733
– – 0.11% 86
2025
Q1 		$1.49M Buy
16,733
+2,481
+17% +$245K 0.09% 92
2024
Q4 		$1.43M Hold
14,252
– – 0.1% 96
2024
Q3 		$1.27M Hold
14,252
– – 0.09% 106
2024
Q2 		$1.24M Buy
14,252
+752
+6% +$61.8K 0.09% 100
2024
Q1 		$1.15M Sell
13,500
-2,250
-14% -$190K 0.08% 106
2023
Q4 		$1.28M Buy
+15,750
New +$1.17M 0.11% 105

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $430M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clarius Group LLC's IGV Position: Q4 2025 in Review

Clarius Group LLC held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q4 2025 at 16,733 shares worth $1.77M. The position accounts for 0.1% of the portfolio, ranked #80.

Clarius Group LLC first reported a position in IGV in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.92M in Q3 2025. 646 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Clarius Group LLC held 16,733 shares of iShares Expanded Tech-Software Sector ETF worth $1.77M as of Q4 2025.
  • Clarius Group LLC left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q4 2025.
  • iShares Expanded Tech-Software Sector ETF made up 0.1% of Clarius Group LLC's portfolio in Q4 2025, its #80 holding.
  • Clarius Group LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 9 quarters since.
  • Clarius Group LLC's iShares Expanded Tech-Software Sector ETF position peaked at $1.92M in Q3 2025.
  • 646 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.