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Mowery & Schoenfeld Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Mowery & Schoenfeld 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
Q2 		– Sell
-122
Closed -$10.9K – 424
2025
Q1 		$10.9K Buy
+122
New +$12.1K 0.02% 264

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

Mowery & Schoenfeld Wealth Management's IGV Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 122 shares — an estimated $10.9K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IGV in Q1 2025 and held it in 1 quarter. The position peaked at $10.9K in Q1 2025. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 122 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $10.9K.
  • Mowery & Schoenfeld Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $10.9K in Q1 2025.
  • 685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.