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Coppell Advisory Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Coppell Advisory Solutions’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
-40,143
Closed -$2.29M – 387
2025
Q1 		$2.29M Buy
40,143
+38,968
+3,316% +$3.85M 0.32% 65
2024
Q4 		$119K Sell
1,175
-127
-10% -$12.6K 0.02% 388
2024
Q3 		$116K Sell
1,302
-115
-8% -$9.86K 0.02% 368
2024
Q2 		$123K Buy
+1,417
New +$116K 0.02% 340
2023
Q4 		$189K Buy
+2,330
New +$172K 0.04% 273

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coppell Advisory Solutions's IGV Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 40,143 shares — an estimated $2.29M sold.

Coppell Advisory Solutions first reported a position in IGV in Q4 2023 and held it in 5 quarters. The position peaked at $2.29M in Q1 2025. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 40,143 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $2.29M.
  • Coppell Advisory Solutions first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's iShares Expanded Tech-Software Sector ETF position peaked at $2.29M in Q1 2025.
  • 685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.