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

Kovitz Investment Group 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 Q4	–	Sell	-4,188	Closed	-$482K	–	854
2025 Q3	$482K	Buy	4,188 +79	+2%	+$8.74K	﹤0.01%	1049
2025 Q2	$450K	Buy	4,109 +158	+4%	+$15.6K	﹤0.01%	1010
2025 Q1	$352K	Sell	3,951 -523	-12%	-$51.7K	﹤0.01%	1004
2024 Q4	$448K	Buy	4,474 +483	+12%	+$47.9K	﹤0.01%	929
2024 Q3	$330K	Sell	3,991 -67	-2%	-$5.74K	﹤0.01%	850
2024 Q2	$353K	Buy	4,058 +13	+0.3%	+$1.07K	﹤0.01%	705
2024 Q1	$345K	Buy	+4,045	New	+$341K	﹤0.01%	566
2023 Q1	–	Sell	-103,095	Closed	-$5.28M	–	418
2022 Q4	$5.28M	Buy	103,095 +95,525	+1,262%	+$4.95M	0.1%	148
2022 Q3	$379K	Sell	7,570 -271,600	-97%	-$15.4M	0.01%	343
2022 Q2	$15.1M	Buy	+279,170	New	+$16.4M	0.33%	48

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAF

Laura & John Arnold Foundation Houston, Texas $330M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kovitz Investment Group Partners's IGV Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 4,188 shares — an estimated $482K sold.

Kovitz Investment Group Partners first reported a position in IGV in Q2 2022 and held it in 10 quarters. The position peaked at $15.1M in Q2 2022. 647 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

Kovitz Investment Group Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
Kovitz Investment Group Partners sold 4,188 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $482K.
Kovitz Investment Group Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and held it in 10 quarters.
Kovitz Investment Group Partners's iShares Expanded Tech-Software Sector ETF position peaked at $15.1M in Q2 2022.
647 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.