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Lee, Danner & Bass’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Lee, Danner & Bass’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
Q1 		– Sell
-60
Closed -$6.01K – 459
2024
Q4 		$6.01K Buy
+60
New +$5.95K ﹤0.01% 580

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Lee, Danner & Bass's IGV Position: Q1 2025 in Review

Lee, Danner & Bass sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 60 shares — an estimated $6.01K sold.

Lee, Danner & Bass first reported a position in IGV in Q4 2024 and held it in 1 quarter. The position peaked at $6.01K in Q4 2024. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

  • Lee, Danner & Bass reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Lee, Danner & Bass sold 60 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $6.01K.
  • Lee, Danner & Bass first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 1 quarter.
  • Lee, Danner & Bass's iShares Expanded Tech-Software Sector ETF position peaked at $6.01K in Q4 2024.
  • 628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.