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MB, Levis & Associates’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

MB, Levis & Associates’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
Q4 		– Sell
-30
Closed -$3.45K – 252
2025
Q3 		$3.45K Hold
30
– – ﹤0.01% 196
2025
Q2 		$3.29K Sell
30
-20
-40% -$1.98K ﹤0.01% 233
2025
Q1 		$4.45K Sell
50
-50
-50% -$4.94K ﹤0.01% 220
2024
Q4 		$10K Buy
+100
New +$9.91K 0.01% 188

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $330M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MB, Levis & Associates's IGV Position: Q4 2025 in Review

MB, Levis & Associates sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 30 shares — an estimated $3.45K sold.

MB, Levis & Associates first reported a position in IGV in Q4 2024 and held it in 4 quarters. The position peaked at $10K in Q4 2024. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • MB, Levis & Associates reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 30 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $3.45K.
  • MB, Levis & Associates first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 4 quarters.
  • MB, Levis & Associates's iShares Expanded Tech-Software Sector ETF position peaked at $10K in Q4 2024.
  • 648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on MB, Levis & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.