Jaffetilchin Investment Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Jaffetilchin Investment Partners’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	-2,742	Closed	-$300K	–	448
2025 Q2	$300K	Buy	+2,742	New	+$271K	0.02%	339
2024 Q4	–	Sell	-10	Closed	-$894	–	799
2024 Q3	$894	Buy	+10	New	+$857	﹤0.01%	1257
2021 Q3	–	Sell	-17,185	Closed	-$1.22M	–	388
2021 Q2	$1.22M	Buy	+17,185	New	+$1.25M	0.08%	157
2021 Q1	–	Sell	-17,185	Closed	-$1.22M	–	375
2020 Q4	$1.22M	Sell	17,185 -4,400	-20%	-$292K	0.17%	91
2020 Q3	$1.34M	Buy	21,585 +5,095	+31%	+$306K	0.25%	63
2020 Q2	$937K	Buy	+16,490	New	+$827K	0.21%	67
2019 Q4	–	Sell	-6,475	Closed	-$274K	–	238
2019 Q3	$274K	Sell	6,475 -19,365	-75%	-$847K	0.07%	178
2019 Q2	$1.13M	Buy	25,840 +2,220	+9%	+$95.1K	0.26%	64
2019 Q1	$996K	Buy	23,620 +1,185	+5%	+$46.8K	0.22%	72
2018 Q4	$779K	Buy	+22,435	New	+$814K	0.19%	79

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 $303B AUM 53.02% 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

Jaffetilchin Investment Partners's IGV Position: Q3 2025 in Review

Jaffetilchin Investment Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 2,742 shares — an estimated $300K sold.

Jaffetilchin Investment Partners first reported a position in IGV in Q4 2018 and held it in 10 quarters. The position peaked at $1.34M in Q3 2020. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Jaffetilchin Investment Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
Jaffetilchin Investment Partners sold 2,742 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $300K.
Jaffetilchin Investment Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and held it in 10 quarters.
Jaffetilchin Investment Partners's iShares Expanded Tech-Software Sector ETF position peaked at $1.34M in Q3 2020.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2025, filed 13 Nov 2025.