LMKC
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L.M. Kohn & Company’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-4,634
Closed -$507K – 201
2025
Q2 		$507K Buy
+4,634
New +$458K 0.14% 136

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

L.M. Kohn & Company's IGV Position: Q3 2025 in Review

L.M. Kohn & Company sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 4,634 shares — an estimated $507K sold.

L.M. Kohn & Company first reported a position in IGV in Q2 2025 and held it in 1 quarter. The position peaked at $507K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • L.M. Kohn & Company reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 4,634 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $507K.
  • L.M. Kohn & Company first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 1 quarter.
  • L.M. Kohn & Company's iShares Expanded Tech-Software Sector ETF position peaked at $507K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.