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

EverSource Wealth 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 Q4	–	Sell	-920	Closed	-$106K	–	4342
2025 Q3	$106K	Buy	920 +842	+1,079%	+$93.2K	﹤0.01%	1252
2025 Q2	$8.54K	Hold	78	–	–	﹤0.01%	2903
2025 Q1	$6.94K	Hold	78	–	–	﹤0.01%	2328
2024 Q4	$7.81K	Buy	78 +28	+56%	+$2.77K	﹤0.01%	2135
2024 Q3	$4.47K	Hold	50	–	–	﹤0.01%	2270
2024 Q2	$4.23K	Hold	50	–	–	﹤0.01%	2277
2024 Q1	$3.95K	Hold	50	–	–	﹤0.01%	2155
2023 Q4	$4.06K	Hold	50	–	–	﹤0.01%	1941
2023 Q3	$3.41K	Hold	50	–	–	﹤0.01%	1843
2023 Q2	$3.46K	Buy	+50	New	+$3.14K	﹤0.01%	1874

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