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Foguth Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Foguth Wealth 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 		$216K Sell
1,971
-398
-17% -$39.4K 0.05% 130
2025
Q1 		$211K Sell
2,369
-240
-9% -$23.7K 0.05% 143
2024
Q4 		$271K Buy
2,609
+191
+8% +$18.9K 0.07% 122
2024
Q3 		$219K Sell
2,418
-202
-8% -$17.3K 0.08% 126
2024
Q2 		$228K Sell
2,620
-1,725
-40% -$142K 0.1% 119
2024
Q1 		$370K Buy
+4,345
New +$367K 0.2% 87

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 $1.56T AUM 27.86% 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 $374B AUM 17.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 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 $377B AUM 19.32% 1-Year Est. Return

Foguth Wealth Management's IGV Position: Q2 2025 in Review

Foguth Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 17% in Q2 2025, selling an estimated $39.4K and leaving 1,971 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #130.

Foguth Wealth Management first reported a position in IGV in Q1 2024 and has held it in 6 quarters since. The position peaked at $370K in Q1 2024. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

  • Foguth Wealth Management held 1,971 shares of iShares Expanded Tech-Software Sector ETF worth $216K as of Q2 2025.
  • Foguth Wealth Management sold 398 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $39.4K.
  • iShares Expanded Tech-Software Sector ETF made up 0.05% of Foguth Wealth Management's portfolio in Q2 2025, its #130 holding.
  • Foguth Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 6 quarters since.
  • Foguth Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $370K in Q1 2024.
  • 685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Foguth Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.