Mather Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Mather Group’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 Q2	–	Sell	-51	Closed	-$4.54K	–	1129
2025 Q1	$4.54K	Sell	51 -9	-15%	-$889	﹤0.01%	1425
2024 Q4	$6.01K	Buy	+60	New	+$5.95K	﹤0.01%	1348
2024 Q3	–	Sell	-445	Closed	-$37.9K	–	1932
2024 Q2	$37.9K	Buy	445 +429	+2,681%	+$35.2K	﹤0.01%	1076
2024 Q1	$6.49K	Buy	+16	New	+$1.35K	﹤0.01%	1299

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mather Group's IGV Position: Q2 2025 in Review

Mather Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 51 shares — an estimated $4.54K sold.

Mather Group first reported a position in IGV in Q1 2024 and held it in 4 quarters. The position peaked at $37.9K in Q2 2024. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Mather Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
Mather Group sold 51 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $4.54K.
Mather Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and held it in 4 quarters.
Mather Group's iShares Expanded Tech-Software Sector ETF position peaked at $37.9K in Q2 2024.
685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.