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

Marcum 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 Q1	$493K	Buy	+5,540	New	+$547K	0.04%	193

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 $374B AUM 17.66% 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

Marcum Wealth's IGV Position: Q1 2025 in Review

Marcum Wealth opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025: 5,540 shares worth $493K. The stake represents 0.04% of the portfolio and ranks #193 among its holdings.

628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

Marcum Wealth held 5,540 shares of iShares Expanded Tech-Software Sector ETF worth $493K as of Q1 2025.
iShares Expanded Tech-Software Sector ETF was a new Marcum Wealth position in Q1 2025.
iShares Expanded Tech-Software Sector ETF made up 0.04% of Marcum Wealth's portfolio in Q1 2025, its #193 holding.
628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.