MWM
IGV icon

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

MGB Wealth Management’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 		$2.71M Hold
25,622
– – 0.78% 22
2025
Q3 		$2.95M Buy
25,622
+114
+0.4% +$12.6K 0.83% 22
2025
Q2 		$2.79M Sell
25,508
-50
-0.2% -$4.95K 0.92% 20
2025
Q1 		$2.28M Buy
25,558
+1,318
+5% +$130K 0.82% 27
2024
Q4 		$2.43M Buy
24,240
+2,582
+12% +$256K 0.75% 24
2024
Q3 		$1.94M Sell
21,658
-1,055
-5% -$90.4K 0.71% 29
2024
Q2 		$1.98M Hold
22,713
– – 0.74% 30
2024
Q1 		$1.94M Buy
22,713
+123
+0.5% +$10.4K 0.79% 31
2023
Q4 		$1.83M Buy
+22,590
New +$1.67M 0.92% 25

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 $152B 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 $16.5B 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 $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $430M AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return