KSWA
IGV icon

Kathleen S. Wright Associates’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Kathleen S. Wright Associates’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 		$50.6K Hold
440
– – 0.02% 148
2025
Q2 		$48.2K Hold
440
– – 0.02% 151
2025
Q1 		$39.2K Hold
440
– – 0.02% 157
2024
Q4 		$44.1K Hold
440
– – 0.02% 153
2024
Q3 		$39.3K Hold
440
– – 0.02% 165
2024
Q2 		$38.2K Hold
440
– – 0.02% 152
2024
Q1 		$37.5K Hold
440
– – 0.02% 141
2023
Q4 		$35.7K Buy
+440
New +$32.6K 0.02% 132

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kathleen S. Wright Associates's IGV Position: Q3 2025 in Review

Kathleen S. Wright Associates held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2025 at 440 shares worth $50.6K. The position accounts for 0.02% of the portfolio, ranked #148.

Kathleen S. Wright Associates first reported a position in IGV in Q4 2023 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • Kathleen S. Wright Associates held 440 shares of iShares Expanded Tech-Software Sector ETF worth $50.6K as of Q3 2025.
  • Kathleen S. Wright Associates left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2025.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #148 holding.
  • Kathleen S. Wright Associates first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 8 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.