Kovitz Investment Group Partners
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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
Q2 		$450K Buy
2025
Q1 		$352K Sell
2024
Q4 		$448K Buy
2024
Q3 		$330K Sell
2024
Q2 		$353K Buy
2024
Q1 		$345K Buy
2023
Q1 		– Sell
2022
Q4 		$5.28M Buy
2022
Q3 		$379K Sell
2022
Q2 		$15.1M Buy