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Clear Point Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Clear Point 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
Q1 		– Sell
-2,750
Closed -$275K – 108
2024
Q4 		$275K Buy
+2,750
New +$273K 0.24% 98

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Clear Point Advisors's IGV Position: Q1 2025 in Review

Clear Point Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 2,750 shares — an estimated $275K sold.

Clear Point Advisors first reported a position in IGV in Q4 2024 and held it in 1 quarter. The position peaked at $275K in Q4 2024. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

  • Clear Point Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Clear Point Advisors sold 2,750 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $275K.
  • Clear Point Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 1 quarter.
  • Clear Point Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $275K in Q4 2024.
  • 628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Clear Point Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.