Cynosure Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cynosure Group’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 Q4	–	Sell	-4,200	Closed	-$483K	–	463
2025 Q3	$483K	Hold	4,200	–	–	0.05%	205
2025 Q2	$460K	Hold	4,200	–	–	0.05%	191
2025 Q1	$374K	Hold	4,200	–	–	0.05%	179
2024 Q4	$421K	Hold	4,200	–	–	0.06%	147
2024 Q3	$375K	Hold	4,200	–	–	0.05%	254
2024 Q2	$365K	Hold	4,200	–	–	0.06%	306
2024 Q1	$358K	Hold	4,200	–	–	0.06%	160
2023 Q4	$341K	Hold	4,200	–	–	0.06%	128
2023 Q3	$287K	Hold	4,200	–	–	0.09%	127
2023 Q2	$291K	Buy	+4,200	New	+$264K	0.09%	116

Other funds holding IGV

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Laura & John Arnold Foundation Houston, Texas $430M AUM

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return