E&G Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

E&G 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	-5,305	Closed	-$581K	–	231
2025 Q2	$581K	Sell	5,305 -125	-2%	-$12.4K	0.15%	120
2025 Q1	$483K	Buy	5,430 +1,030	+23%	+$102K	0.14%	125
2024 Q4	$441K	Sell	4,400 -800	-15%	-$79.3K	0.12%	131
2024 Q3	$465K	Hold	5,200	–	–	0.13%	126
2024 Q2	$452K	Hold	5,200	–	–	0.13%	126
2024 Q1	$443K	Buy	+5,200	New	+$439K	0.14%	125

Other funds holding IGV

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIFH

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MMH

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

E&G Advisors's IGV Position: Q3 2025 in Review

E&G Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 5,305 shares — an estimated $581K sold.

E&G Advisors first reported a position in IGV in Q1 2024 and held it in 6 quarters. The position peaked at $581K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

E&G Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
E&G Advisors sold 5,305 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $581K.
E&G Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and held it in 6 quarters.
E&G Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $581K in Q2 2025.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on E&G Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.