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

Fortis Capital 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
Q4 		– Sell
-2,000
Closed -$230K – 327
2025
Q3 		$230K Sell
2,000
-745
-27% -$82.5K 0.04% 251
2025
Q2 		$301K Buy
+2,745
New +$271K 0.05% 201

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
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
CI
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $330M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fortis Capital Advisors's IGV Position: Q4 2025 in Review

Fortis Capital Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 2,000 shares — an estimated $230K sold.

Fortis Capital Advisors first reported a position in IGV in Q2 2025 and held it in 2 quarters. The position peaked at $301K in Q2 2025. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Fortis Capital Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Fortis Capital Advisors sold 2,000 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $230K.
  • Fortis Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 2 quarters.
  • Fortis Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $301K in Q2 2025.
  • 648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Fortis Capital Advisors's 13F filing for Q4 2025, filed 27 Jan 2026.