Element Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Element Wealth’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 Q1	–	Sell	-395	Closed	-$39.5K	–	218
2024 Q4	$39.5K	Hold	395	–	–	0.02%	208
2024 Q3	$35.3K	Hold	395	–	–	0.02%	208
2024 Q2	$34.3K	Hold	395	–	–	0.02%	201
2024 Q1	$33.7K	Hold	395	–	–	0.02%	202
2023 Q4	$32K	Hold	395	–	–	0.02%	187
2023 Q3	$27K	Hold	395	–	–	0.02%	186
2023 Q2	$27.3K	Hold	395	–	–	0.02%	188
2023 Q1	$24.1K	Buy	+395	New	+$22.1K	0.02%	170

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

MIFH

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMH

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

Element Wealth's IGV Position: Q1 2025 in Review

Element Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 395 shares — an estimated $39.5K sold.

Element Wealth first reported a position in IGV in Q1 2023 and held it in 8 quarters. The position peaked at $39.5K in Q4 2024. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

Element Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
Element Wealth sold 395 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $39.5K.
Element Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and held it in 8 quarters.
Element Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $39.5K in Q4 2024.
628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Element Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.