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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 $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $330M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cynosure Group's IGV Position: Q4 2025 in Review

Cynosure Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 4,200 shares — an estimated $483K sold.

Cynosure Group first reported a position in IGV in Q2 2023 and held it in 10 quarters. The position peaked at $483K in Q3 2025. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Cynosure Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Cynosure Group sold 4,200 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $483K.
  • Cynosure Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and held it in 10 quarters.
  • Cynosure Group's iShares Expanded Tech-Software Sector ETF position peaked at $483K in Q3 2025.
  • 648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Cynosure Group's 13F filing for Q4 2025, filed 17 Feb 2026.