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Kraft Davis & Associates’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Kraft Davis & 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
Q4 		– Sell
-2,285
Closed -$264K – 155
2025
Q3 		$264K Hold
2,285
– – 0.06% 124
2025
Q2 		$258K Buy
+2,285
New +$226K 0.07% 122
2025
Q1 		– Sell
-3,169
Closed -$332K – 134
2024
Q4 		$332K Buy
3,169
+640
+25% +$63.4K 0.09% 93
2024
Q3 		$231K Sell
2,529
-268
-10% -$23K 0.07% 129
2024
Q2 		$237K Buy
+2,797
New +$230K 0.07% 124
2024
Q1 		– Sell
-2,705
Closed -$229K – 142
2023
Q4 		$229K Sell
2,705
-415
-13% -$30.7K 0.07% 122
2023
Q3 		$208K Hold
3,120
– – 0.08% 103
2023
Q2 		$216K Buy
+3,120
New +$196K 0.07% 106

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
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
CI
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $330M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kraft Davis & Associates's IGV Position: Q4 2025 in Review

Kraft Davis & Associates sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 2,285 shares — an estimated $264K sold.

Kraft Davis & Associates first reported a position in IGV in Q2 2023 and held it in 8 quarters. The position peaked at $332K in Q4 2024. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Kraft Davis & Associates reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Kraft Davis & Associates sold 2,285 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $264K.
  • Kraft Davis & Associates first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and held it in 8 quarters.
  • Kraft Davis & Associates's iShares Expanded Tech-Software Sector ETF position peaked at $332K in Q4 2024.
  • 648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Kraft Davis & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.