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	0.7%	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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 New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAF

Laura & John Arnold Foundation Houston, Texas $330M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MGB Wealth Management's IGV Position: Q4 2025 in Review

MGB Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q4 2025 at 25,622 shares worth $2.71M. The position accounts for 0.78% of the portfolio, ranked #22.

MGB Wealth Management first reported a position in IGV in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.95M in Q3 2025. 647 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

MGB Wealth Management held 25,622 shares of iShares Expanded Tech-Software Sector ETF worth $2.71M as of Q4 2025.
MGB Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q4 2025.
iShares Expanded Tech-Software Sector ETF made up 0.78% of MGB Wealth Management's portfolio in Q4 2025, its #22 holding.
MGB Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.95M in Q3 2025.
647 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.