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Edgestream Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Edgestream Partners’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
2026
Q1 		– Sell
-2,500
Closed -$264K – 979
2025
Q4 		$264K Sell
2,500
-2,720
-52% -$299K 0.01% 899
2025
Q3 		$600K Sell
5,220
-4,014
-43% -$444K 0.02% 704
2025
Q2 		$1.01M Buy
+9,234
New +$913K 0.03% 639
2024
Q4 		– Sell
-3,559
Closed -$318K – 960
2024
Q3 		$318K Buy
+3,559
New +$305K 0.01% 761
2024
Q1 		– Sell
-4,630
Closed -$376K – 909
2023
Q4 		$376K Sell
4,630
-8,190
-64% -$606K 0.03% 670
2023
Q3 		$875K Sell
12,820
-2,420
-16% -$170K 0.07% 440
2023
Q2 		$1.05M Buy
+15,240
New +$957K 0.1% 345

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Morgan Stanley
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Citigroup
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UBS Group
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return