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Oak Family Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Oak Family Advisors’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
Q3 		– Sell
-1,580
Closed -$173K – 113
2025
Q2 		$173K Buy
+1,580
New +$156K 0.05% 96

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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Oak Family Advisors's IGV Position: Q3 2025 in Review

Oak Family Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 1,580 shares — an estimated $173K sold.

Oak Family Advisors first reported a position in IGV in Q2 2025 and held it in 1 quarter. The position peaked at $173K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • Oak Family Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Oak Family Advisors sold 1,580 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $173K.
  • Oak Family Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 1 quarter.
  • Oak Family Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $173K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Oak Family Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.