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

Members 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
Q4 		– Sell
-1,851
Closed -$213K – 109
2025
Q3 		$213K Buy
+1,851
New +$205K 0.13% 99
2024
Q2 		$205K Buy
+1,847
New +$152K 0.14% 102

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $430M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Members Wealth's IGV Position: Q4 2025 in Review

Members Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 1,851 shares — an estimated $213K sold.

Members Wealth first reported a position in IGV in Q2 2024 and held it in 2 quarters. The position peaked at $213K in Q3 2025. 646 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Members Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Members Wealth sold 1,851 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $213K.
  • Members Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and held it in 2 quarters.
  • Members Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $213K in Q3 2025.
  • 646 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Members Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.