Pursue Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pursue Wealth Partners’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	-33,689	Closed	-$3.69M	–	117
2025 Q2	$3.69M	Sell	33,689 -8,666	-20%	-$857K	2.1%	11
2025 Q1	$3.77M	Sell	42,355 -5,688	-12%	-$562K	2.29%	13
2024 Q4	$4.81M	Buy	48,043 +10,407	+28%	+$1.03M	2.75%	11
2024 Q3	$3.36M	Buy	+37,636	New	+$3.23M	1.84%	17

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Pursue Wealth Partners's IGV Position: Q3 2025 in Review

Pursue Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 33,689 shares — an estimated $3.69M sold.

Pursue Wealth Partners first reported a position in IGV in Q3 2024 and held it in 4 quarters. The position peaked at $4.81M in Q4 2024. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Pursue Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
Pursue Wealth Partners sold 33,689 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $3.69M.
Pursue Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and held it in 4 quarters.
Pursue Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $4.81M in Q4 2024.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Pursue Wealth Partners's 13F filing for Q3 2025, filed 7 Nov 2025.