CBA
IGV icon

Coastal Bridge Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Coastal Bridge 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
Q3 		– Sell
-33,623
Closed -$3.68M – 475
2025
Q2 		$3.68M Buy
33,623
+2,751
+9% +$272K 0.3% 91
2025
Q1 		$2.75M Buy
+30,872
New +$3.05M 0.68% 37

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coastal Bridge Advisors's IGV Position: Q3 2025 in Review

Coastal Bridge Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 33,623 shares — an estimated $3.68M sold.

Coastal Bridge Advisors first reported a position in IGV in Q1 2025 and held it in 2 quarters. The position peaked at $3.68M in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • Coastal Bridge Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 33,623 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $3.68M.
  • Coastal Bridge Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and held it in 2 quarters.
  • Coastal Bridge Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.68M in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Coastal Bridge Advisors's 13F filing for Q3 2025, filed 3 Nov 2025.