Norris Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Norris Financial Group’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	-30,493	Closed	-$2.71M	–	88
2025 Q1	$2.71M	Buy	30,493 +4,326	+17%	+$427K	1.27%	19
2024 Q4	$2.62M	Buy	+26,167	New	+$2.59M	1.23%	23
2024 Q3	–	Sell	-8,624	Closed	-$749K	–	81
2024 Q2	$749K	Sell	8,624 -63,770	-88%	-$5.24M	0.39%	48
2024 Q1	$6.17M	Buy	72,394 +754	+1%	+$63.6K	3.39%	5
2023 Q4	$5.81M	Buy	71,640 +15,170	+27%	+$1.12M	3.53%	6
2023 Q3	$3.85M	Sell	56,470 -6,540	-10%	-$459K	2.67%	9
2023 Q2	$4.36M	Buy	+63,010	New	+$3.96M	3.02%	9

Other funds holding IGV

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Norris Financial Group's IGV Position: Q2 2025 in Review

Norris Financial Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 30,493 shares — an estimated $2.71M sold.

Norris Financial Group first reported a position in IGV in Q2 2023 and held it in 7 quarters. The position peaked at $6.17M in Q1 2024. 686 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Norris Financial Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
Norris Financial Group sold 30,493 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $2.71M.
Norris Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and held it in 7 quarters.
Norris Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $6.17M in Q1 2024.
686 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Norris Financial Group's 13F filing for Q2 2025, filed 20 May 2026.