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Northeast Financial Consultants’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Northeast Financial Consultants’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 		$35.4M Sell
323,518
-487
-0.2% -$48.2K 1.45% 16
2025
Q1 		$28.8M Sell
324,005
-5,716
-2% -$565K 1.28% 20
2024
Q4 		$33M Buy
329,721
+1,815
+0.6% +$180K 1.39% 18
2024
Q3 		$29.3M Sell
327,906
-5,956
-2% -$511K 1.28% 20
2024
Q2 		$29M Sell
333,862
-4,364
-1% -$358K 1.34% 20
2024
Q1 		$28.8M Buy
338,226
+23,751
+8% +$2M 1.42% 18
2023
Q4 		$25.5M Buy
314,475
+38,975
+14% +$2.88M 1.41% 19
2023
Q3 		$18.8M Buy
275,500
+1,610
+0.6% +$113K 1.18% 19
2023
Q2 		$18.9M Sell
273,890
-2,730
-1% -$171K 1.16% 21
2023
Q1 		$16.9M Sell
276,620
-49,550
-15% -$2.78M 1.08% 19
2022
Q4 		$16.7M Sell
326,170
-10,985
-3% -$569K 1.13% 18
2022
Q3 		$16.9M Sell
337,155
-7,335
-2% -$417K 1.24% 19
2022
Q2 		$18.6M Buy
344,490
+16,310
+5% +$958K 1.3% 19
2022
Q1 		$22.6M Buy
328,180
+12,410
+4% +$852K 1.31% 18
2021
Q4 		$25.1M Buy
315,770
+8,285
+3% +$692K 1.52% 17
2021
Q3 		$24.5M Sell
307,485
-5,940
-2% -$485K 1.64% 16
2021
Q2 		$24.4M Sell
313,425
-15,385
-5% -$1.12M 1.65% 16
2021
Q1 		$22.5M Buy
328,810
+36,640
+13% +$2.6M 1.72% 16
2020
Q4 		$20.7M Buy
292,170
+162,410
+125% +$10.8M 1.71% 16
2020
Q3 		$8.07M Buy
+129,760
New +$7.79M 0.73% 26

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

Northeast Financial Consultants's IGV Position: Q2 2025 in Review

Northeast Financial Consultants reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.15% in Q2 2025, selling an estimated $48.2K and leaving 323,518 shares worth $35.4M. The position accounts for 1.45% of the portfolio, ranked #16.

Northeast Financial Consultants first reported a position in IGV in Q3 2020 and has held it in 20 quarters since. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

  • Northeast Financial Consultants held 323,518 shares of iShares Expanded Tech-Software Sector ETF worth $35.4M as of Q2 2025.
  • Northeast Financial Consultants sold 487 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $48.2K.
  • iShares Expanded Tech-Software Sector ETF made up 1.45% of Northeast Financial Consultants's portfolio in Q2 2025, its #16 holding.
  • Northeast Financial Consultants first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 20 quarters since.
  • 685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.