Clarus Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Clarus Wealth Advisors’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	-9,639	Closed	-$863K	–	92
2025 Q1	$863K	Buy	9,639 +1,672	+21%	+$165K	0.46%	54
2024 Q4	$768K	Buy	+7,967	New	+$789K	0.38%	64
2022 Q3	–	Sell	-7,775	Closed	-$437K	–	113
2022 Q2	$437K	Buy	+7,775	New	+$457K	0.31%	64
2021 Q2	–	Sell	-5,335	Closed	-$388K	–	115
2021 Q1	$388K	Buy	5,335 +170	+3%	+$12.1K	0.24%	77
2020 Q4	$364K	Sell	5,165 -140	-3%	-$9.28K	0.24%	84
2020 Q3	$332K	Buy	5,305 +595	+13%	+$35.7K	0.26%	86
2020 Q2	$274K	Buy	+4,710	New	+$236K	0.23%	93
2019 Q3	–	Sell	-4,315	Closed	-$189K	–	336
2019 Q2	$189K	Buy	4,315 +85	+2%	+$3.64K	0.14%	116
2019 Q1	$178K	Buy	+4,230	New	+$167K	0.13%	117

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

Clarus Wealth Advisors's IGV Position: Q2 2025 in Review

Clarus Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 9,639 shares — an estimated $863K sold.

Clarus Wealth Advisors first reported a position in IGV in Q1 2019 and held it in 9 quarters. The position peaked at $863K in Q1 2025. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Clarus Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
Clarus Wealth Advisors sold 9,639 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $863K.
Clarus Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and held it in 9 quarters.
Clarus Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $863K in Q1 2025.
685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Clarus Wealth Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.