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

FDx 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
-28,203
Closed -$3.26M – 125
2025
Q3 		$3.26M Sell
28,203
-2,009
-7% -$222K 0.98% 30
2025
Q2 		$3.31M Buy
+30,212
New +$2.99M 1.01% 29
2019
Q3 		– Sell
-10,005
Closed -$437K – 709
2019
Q2 		$437K Sell
10,005
-120
-1% -$5.14K 0.02% 514
2019
Q1 		$427K Buy
+10,125
New +$400K 0.02% 493
2018
Q4 		– Sell
-6,825
Closed -$280K – 665
2018
Q3 		$280K Buy
+6,825
New +$267K 0.01% 717
2014
Q3 		– Sell
-17,385
Closed -$299K – 975
2014
Q2 		$299K Buy
+17,385
New +$283K 0.02% 786

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $430M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return