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

Continuum 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
Q3 		– Sell
-2,123
Closed -$232K – 70
2025
Q2 		$232K Buy
+2,123
New +$210K 0.11% 55

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Continuum Wealth Advisors's IGV Position: Q3 2025 in Review

Continuum Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 2,123 shares — an estimated $232K sold.

Continuum Wealth Advisors first reported a position in IGV in Q2 2025 and held it in 1 quarter. The position peaked at $232K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • Continuum Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Continuum Wealth Advisors sold 2,123 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $232K.
  • Continuum Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 1 quarter.
  • Continuum Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $232K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Continuum Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.