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

GeoWealth 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	-3,735	Closed	-$409K	–	982
2025 Q2	$409K	Buy	3,735 +126	+3%	+$12.5K	0.02%	453
2025 Q1	$321K	Buy	3,609 +2,464	+215%	+$243K	0.01%	535
2024 Q4	$115K	Buy	+1,145	New	+$113K	﹤0.01%	928
2022 Q2	–	Sell	-19,370	Closed	-$1.34M	–	358
2022 Q1	$1.34M	Sell	19,370 -1,080	-5%	-$74.2K	0.12%	125
2021 Q4	$1.63M	Sell	20,450 -60	-0.3%	-$5.01K	0.13%	114
2021 Q3	$1.64M	Sell	20,510 -275	-1%	-$22.4K	0.13%	127
2021 Q2	$1.62M	Buy	+20,785	New	+$1.51M	0.21%	84
2021 Q1	–	Sell	-20,555	Closed	-$1.46M	–	220
2020 Q4	$1.46M	Buy	+20,555	New	+$1.36M	0.23%	90

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

GeoWealth Management's IGV Position: Q3 2025 in Review

GeoWealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 3,735 shares — an estimated $409K sold.

GeoWealth Management first reported a position in IGV in Q4 2020 and held it in 8 quarters. The position peaked at $1.64M in Q3 2021. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

GeoWealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 3,735 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $409K.
GeoWealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 8 quarters.
GeoWealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.64M in Q3 2021.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.