Lindbrook Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Lindbrook Capital’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	$1.75M	Buy	19,673 +175	+0.9%	+$17.3K	0.16%	86
2024 Q4	$1.95M	Buy	19,498 +720	+4%	+$71.3K	0.18%	77
2024 Q3	$1.68M	Sell	18,778 -765	-4%	-$65.6K	0.15%	92
2024 Q2	$1.7M	Sell	19,543 -7,440	-28%	-$611K	0.16%	89
2024 Q1	$2.3M	Sell	26,983 -417	-2%	-$35.2K	0.22%	65
2023 Q4	$2.22M	Sell	27,400 -555	-2%	-$41.1K	0.22%	61
2023 Q3	$1.91M	Hold	27,955	–	–	0.21%	70
2023 Q2	$1.93M	Buy	27,955 +10	+0%	+$628	0.21%	75
2023 Q1	$1.7M	Buy	27,945 +865	+3%	+$48.5K	0.2%	75
2022 Q4	$1.39M	Buy	+27,080	New	+$1.4M	0.17%	93
2022 Q2	–	Sell	-500	Closed	-$29.4K	–	2606
2022 Q1	$34K	Buy	+500	New	+$34.3K	0.01%	818

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Lindbrook Capital's IGV Position: Q1 2025 in Review

Lindbrook Capital increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.9% in Q1 2025, buying an estimated $17.3K and bringing the position to 19,673 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #86.

Lindbrook Capital first reported a position in IGV in Q1 2022 and has held it in 11 quarters since. The position peaked at $2.3M in Q1 2024. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

Lindbrook Capital held 19,673 shares of iShares Expanded Tech-Software Sector ETF worth $1.75M as of Q1 2025.
Lindbrook Capital bought 175 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $17.3K.
iShares Expanded Tech-Software Sector ETF made up 0.16% of Lindbrook Capital's portfolio in Q1 2025, its #86 holding.
Lindbrook Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 11 quarters since.
Lindbrook Capital's iShares Expanded Tech-Software Sector ETF position peaked at $2.3M in Q1 2024.
628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.