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

Moller Wealth Partners’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
-2,700
Closed -$240K – 72
2025
Q1 		$240K Hold
2,700
– – 0.06% 64
2024
Q4 		$270K Buy
+2,700
New +$268K 0.07% 58

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Moller Wealth Partners's IGV Position: Q2 2025 in Review

Moller Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 2,700 shares — an estimated $240K sold.

Moller Wealth Partners first reported a position in IGV in Q4 2024 and held it in 2 quarters. The position peaked at $270K in Q4 2024. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

  • Moller Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
  • Moller Wealth Partners sold 2,700 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $240K.
  • Moller Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 2 quarters.
  • Moller Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $270K in Q4 2024.
  • 685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Moller Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.