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

Freedom 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 Q3	–	Sell	-11,157	Closed	-$1.22M	–	401
2025 Q2	$1.22M	Sell	11,157 -826	-7%	-$81.7K	0.1%	195
2025 Q1	$1.07M	Buy	11,983 +7,897	+193%	+$780K	0.09%	221
2024 Q4	$409K	Buy	+4,086	New	+$405K	0.03%	485
2022 Q3	–	Sell	-11,560	Closed	-$623K	–	750
2022 Q2	$623K	Buy	+11,560	New	+$679K	0.07%	368
2020 Q1	–	Sell	-7,680	Closed	-$358K	–	695
2019 Q4	$358K	Buy	+7,680	New	+$341K	0.03%	438
2018 Q4	–	Sell	-6,025	Closed	-$243K	–	830
2018 Q3	$243K	Sell	6,025 -700	-10%	-$27.4K	0.02%	772
2018 Q2	$246K	Buy	+6,725	New	+$242K	0.01%	821

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

Freedom Investment Management's IGV Position: Q3 2025 in Review

Freedom Investment Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 11,157 shares — an estimated $1.22M sold.

Freedom Investment Management first reported a position in IGV in Q2 2018 and held it in 7 quarters. The position peaked at $1.22M in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Freedom Investment Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
Freedom Investment Management sold 11,157 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $1.22M.
Freedom Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and held it in 7 quarters.
Freedom Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.22M in Q2 2025.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Freedom Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.