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KWB Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

KWB Wealth’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
-2,805
Closed -$307K – 182
2025
Q3 		$307K Sell
2,805
-3,704
-57% -$410K 0.03% 117
2025
Q2 		$579K Sell
6,509
-2,899
-31% -$287K 0.07% 89
2025
Q1 		$942K Buy
9,408
+482
+5% +$47.6K 0.11% 79
2024
Q4 		$798K Buy
8,926
+1,893
+27% +$188K 0.1% 71
2024
Q3 		$611K Sell
7,033
-2,469
-26% -$212K 0.08% 73
2024
Q2 		$810K Hold
9,502
– – 0.11% 67
2024
Q1 		$810K Buy
+9,502
New +$802K 0.11% 67

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

KWB Wealth's IGV Position: Q4 2025 in Review

KWB Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 2,805 shares — an estimated $307K sold.

KWB Wealth first reported a position in IGV in Q1 2024 and held it in 7 quarters. The position peaked at $942K in Q1 2025. 647 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • KWB Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 2,805 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $307K.
  • KWB Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and held it in 7 quarters.
  • KWB Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $942K in Q1 2025.
  • 647 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.