CCB
IGV icon

Cutter & Co Brokerage’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cutter & Co Brokerage’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
-2,447
Closed -$218K – 80
2025
Q1 		$218K Buy
2,447
+15
+0.6% +$1.48K 0.05% 160
2024
Q4 		$244K Hold
2,432
– – 0.06% 151
2024
Q3 		$217K Sell
2,432
-105
-4% -$9K 0.05% 184
2024
Q2 		$220K Buy
+2,537
New +$208K 0.05% 174
2022
Q1 		– Sell
-5,285
Closed -$420K – 246
2021
Q4 		$420K Sell
5,285
-165
-3% -$13.8K 0.12% 144
2021
Q3 		$435K Hold
5,450
– – 0.1% 171
2021
Q2 		$425K Buy
5,450
+10
+0.2% +$725 0.1% 174
2021
Q1 		$371K Hold
5,440
– – 0.09% 181
2020
Q4 		$385K Sell
5,440
-25
-0.5% -$1.66K 0.1% 167
2020
Q3 		$340K Hold
5,465
– – 0.1% 159
2020
Q2 		$311K Buy
5,465
+5
+0.1% +$251 0.1% 156
2020
Q1 		$230K Sell
5,460
-3,210
-37% -$152K 0.09% 171
2019
Q4 		$404K Sell
8,670
-905
-9% -$40.1K 0.14% 137
2019
Q3 		$406K Buy
9,575
+60
+0.6% +$2.63K 0.13% 169
2019
Q2 		$416K Sell
9,515
-245
-3% -$10.5K 0.13% 167
2019
Q1 		$412K Buy
9,760
+1,125
+13% +$44.4K 0.12% 164
2018
Q4 		$300K Sell
8,635
-2,315
-21% -$83.9K 0.11% 176
2018
Q3 		$449K Sell
10,950
-300
-3% -$11.7K 0.15% 138
2018
Q2 		$411K Buy
11,250
+3,125
+38% +$113K 0.16% 140
2018
Q1 		$276K Buy
+8,125
New +$275K 0.11% 176

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

Cutter & Co Brokerage's IGV Position: Q2 2025 in Review

Cutter & Co Brokerage sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 2,447 shares — an estimated $218K sold.

Cutter & Co Brokerage first reported a position in IGV in Q1 2018 and held it in 20 quarters. The position peaked at $449K in Q3 2018. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

  • Cutter & Co Brokerage reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
  • Cutter & Co Brokerage sold 2,447 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $218K.
  • Cutter & Co Brokerage first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and held it in 20 quarters.
  • Cutter & Co Brokerage's iShares Expanded Tech-Software Sector ETF position peaked at $449K in Q3 2018.
  • 685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Cutter & Co Brokerage's 13F filing for Q2 2025.