Focus Partners Wealth
IGV icon

Focus Partners Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$17M Buy
221,716
+149,561
+207% +$13.2M 0.02% 547
2025
Q4 		$7.64M Sell
72,155
-37,506
-34% -$4.12M 0.01% 796
2025
Q3 		$12.5M Buy
109,661
+40,781
+59% +$4.51M 0.02% 502
2025
Q2 		$7.54M Buy
68,880
+62,245
+938% +$6.16M 0.02% 560
2025
Q1 		$590K Sell
6,635
-77,783
-92% -$7.68M ﹤0.01% 1276
2024
Q4 		$8.45M Buy
84,418
+5,877
+7% +$582K 0.02% 501
2024
Q3 		$7.02M Sell
78,541
-76,729
-49% -$6.58M 0.02% 480
2024
Q2 		$13.5M Buy
155,270
+76,880
+98% +$6.31M 0.05% 308
2024
Q1 		$6.68M Sell
78,390
-405
-0.5% -$34.2K 0.05% 273
2023
Q4 		$6.39M Buy
+78,795
New +$5.83M 0.08% 197

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return