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

Financial 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 Q3	$244K	Hold	2,125	–	–	0.04%	73
2025 Q2	$233K	Buy	+2,125	New	+$210K	0.04%	74
2025 Q1	–	Sell	-2,125	Closed	-$213K	–	82
2024 Q4	$213K	Buy	+2,125	New	+$211K	0.04%	79
2023 Q4	–	Sell	-4,300	Closed	-$293K	–	77
2023 Q3	$293K	Hold	4,300	–	–	0.07%	58
2023 Q2	$297K	Hold	4,300	–	–	0.07%	58
2023 Q1	$262K	Hold	4,300	–	–	0.07%	60
2022 Q4	$220K	Hold	4,300	–	–	0.06%	72
2022 Q3	$211K	Buy	+4,300	New	+$244K	0.07%	68

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIFH

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

MMH

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Advisors's IGV Position: Q3 2025 in Review

Financial Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2025 at 2,125 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #73.

Financial Advisors first reported a position in IGV in Q3 2022 and has held it in 8 quarters since. The position peaked at $297K in Q2 2023. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Financial Advisors held 2,125 shares of iShares Expanded Tech-Software Sector ETF worth $244K as of Q3 2025.
Financial Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2025.
iShares Expanded Tech-Software Sector ETF made up 0.04% of Financial Advisors's portfolio in Q3 2025, its #73 holding.
Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2022 and has held it in 8 quarters since.
Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $297K in Q2 2023.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.