Kovitz Investment Group Partners
IGV icon

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

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CI
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MMH
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Goldman Sachs
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LPL Financial
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LJAF
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return