National Philanthropic Trust’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

National Philanthropic Trust’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	-39,350	Closed	-$4.53M	–	398
2025 Q3	$4.53M	Hold	39,350	–	–	0.05%	102
2025 Q2	$4.31M	Sell	39,350 -230	-0.6%	-$22.7K	0.06%	96
2025 Q1	$3.52M	Sell	39,580 -98	-0.2%	-$9.68K	0.06%	101
2024 Q4	$3.97M	Buy	39,678 +328	+0.8%	+$32.5K	0.06%	97
2024 Q3	$3.52M	Sell	39,350 -500	-1%	-$42.9K	0.06%	90
2024 Q2	$3.46M	Hold	39,850	–	–	0.07%	89
2024 Q1	$3.4M	Sell	39,850 -10	-0%	-$844	0.07%	90
2023 Q4	$3.23M	Buy	+39,860	New	+$2.95M	0.09%	93

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

National Philanthropic Trust's IGV Position: Q4 2025 in Review

National Philanthropic Trust sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 39,350 shares — an estimated $4.53M sold.

National Philanthropic Trust first reported a position in IGV in Q4 2023 and held it in 8 quarters. The position peaked at $4.53M in Q3 2025. 646 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

National Philanthropic Trust reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
National Philanthropic Trust sold 39,350 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $4.53M.
National Philanthropic Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and held it in 8 quarters.
National Philanthropic Trust's iShares Expanded Tech-Software Sector ETF position peaked at $4.53M in Q3 2025.
646 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on National Philanthropic Trust's 13F filing for Q4 2025, filed 15 May 2026.