Ferguson Wellman Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ferguson Wellman Capital Management’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	-1,758	Closed	-$202K	–	362
2025 Q3	$202K	Buy	+1,758	New	+$195K	﹤0.01%	348
2024 Q3	–	Sell	-3,155	Closed	-$274K	–	363
2024 Q2	$274K	Sell	3,155 -170	-5%	-$14K	0.01%	315
2024 Q1	$284K	Buy	+3,325	New	+$281K	0.01%	322
2022 Q3	–	Sell	-9,075	Closed	-$489K	–	300
2022 Q2	$489K	Sell	9,075 -22,050	-71%	-$1.3M	0.02%	224
2022 Q1	$2.15M	Buy	+31,125	New	+$2.14M	0.07%	130

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAF

Laura & John Arnold Foundation Houston, Texas $330M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ferguson Wellman Capital Management's IGV Position: Q4 2025 in Review

Ferguson Wellman Capital Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 1,758 shares — an estimated $202K sold.

Ferguson Wellman Capital Management first reported a position in IGV in Q1 2022 and held it in 5 quarters. The position peaked at $2.15M in Q1 2022. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

Ferguson Wellman Capital Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
Ferguson Wellman Capital Management sold 1,758 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $202K.
Ferguson Wellman Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and held it in 5 quarters.
Ferguson Wellman Capital Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.15M in Q1 2022.
648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Ferguson Wellman Capital Management's 13F filing for Q4 2025, filed 13 Jan 2026.