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Financial Advocates Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Financial Advocates Investment 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
Q2 		– Sell
-29,277
Closed -$2.61M – 700
2025
Q1 		$2.61M Buy
29,277
+6,600
+29% +$652K 0.18% 130
2024
Q4 		$2.27M Buy
+22,677
New +$2.25M 0.13% 165
2024
Q3 		– Sell
-2,500
Closed -$217K – 790
2024
Q2 		$217K Buy
+2,500
New +$205K 0.01% 654
2023
Q4 		– Sell
-6,895
Closed -$245K – 756
2023
Q3 		$245K Buy
6,895
+3,960
+135% +$278K 0.02% 589
2023
Q2 		$203K Sell
2,935
-585
-17% -$36.7K 0.01% 645
2023
Q1 		$215K Buy
+3,520
New +$197K 0.02% 664
2022
Q2 		– Sell
-5,055
Closed -$348K – 735
2022
Q1 		$348K Buy
5,055
+240
+5% +$16.5K 0.02% 534
2021
Q4 		$383K Sell
4,815
-185
-4% -$15.4K 0.02% 562
2021
Q3 		$400K Buy
+5,000
New +$408K 0.03% 530
2021
Q2 		– Sell
-4,675
Closed -$319K – 786
2021
Q1 		$319K Sell
4,675
-25,170
-84% -$1.78M 0.02% 589
2020
Q4 		$631K Buy
29,845
+24,855
+498% +$1.65M 0.04% 394
2020
Q3 		$310K Sell
4,990
-2,740
-35% -$165K 0.03% 471
2020
Q2 		$296K Buy
+7,730
New +$388K 0.03% 468
2019
Q1 		– Sell
-11,040
Closed -$383K – 463
2018
Q4 		$383K Buy
11,040
+350
+3% +$12.7K 0.05% 291
2018
Q3 		$438K Sell
10,690
-40
-0.4% -$1.56K 0.05% 311
2018
Q2 		$399K Buy
10,730
+700
+7% +$25.2K 0.05% 305
2018
Q1 		$340K Sell
10,030
-6,600
-40% -$223K 0.04% 342
2017
Q4 		$514K Buy
+16,630
New +$512K 0.07% 251

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Advocates Investment Management's IGV Position: Q2 2025 in Review

Financial Advocates Investment Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 29,277 shares — an estimated $2.61M sold.

Financial Advocates Investment Management first reported a position in IGV in Q4 2017 and held it in 18 quarters. The position peaked at $2.61M in Q1 2025. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

  • Financial Advocates Investment Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 29,277 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $2.61M.
  • Financial Advocates Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2017 and held it in 18 quarters.
  • Financial Advocates Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.61M in Q1 2025.
  • 685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Financial Advocates Investment Management's 13F filing for Q2 2025, filed 12 Aug 2025.