Journey Advisory Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Journey Advisory Group’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 Q1	–	Sell	-4,250	Closed	-$369K	–	279
2024 Q4	$369K	Hold	4,250	–	–	0.04%	176
2024 Q3	$369K	Hold	4,250	–	–	0.04%	176
2024 Q2	$369K	Hold	4,250	–	–	0.04%	176
2024 Q1	$362K	Hold	4,250	–	–	0.04%	182
2023 Q4	$345K	Hold	4,250	–	–	0.05%	168
2023 Q3	$290K	Hold	4,250	–	–	0.04%	179
2023 Q2	$294K	Hold	4,250	–	–	0.04%	180
2023 Q1	$259K	Sell	4,250 -750	-15%	-$42K	0.04%	204
2022 Q4	$256K	Hold	5,000	–	–	0.06%	199
2022 Q3	$250K	Hold	5,000	–	–	0.06%	204
2022 Q2	$295K	Sell	5,000 -130	-3%	-$7.64K	0.07%	202
2022 Q1	$354K	Hold	5,130	–	–	0.09%	171
2021 Q4	$408K	Hold	5,130	–	–	0.11%	151
2021 Q3	$410K	Buy	5,130 +130	+3%	+$10.6K	0.13%	141
2021 Q2	$390K	Hold	5,000	–	–	0.12%	142
2021 Q1	$341K	Hold	5,000	–	–	0.12%	138
2020 Q4	$354K	Buy	+5,000	New	+$331K	0.13%	126

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Journey Advisory Group's IGV Position: Q1 2025 in Review

Journey Advisory Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 4,250 shares — an estimated $369K sold.

Journey Advisory Group first reported a position in IGV in Q4 2020 and held it in 17 quarters. The position peaked at $410K in Q3 2021. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

Journey Advisory Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
Journey Advisory Group sold 4,250 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $369K.
Journey Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 17 quarters.
Journey Advisory Group's iShares Expanded Tech-Software Sector ETF position peaked at $410K in Q3 2021.
628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.