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Running Point Capital Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Running Point Capital 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
Q4 		$211K Hold
2,000
– – 0.06% 121
2025
Q3 		$230K Hold
2,000
– – 0.06% 117
2025
Q2 		$219K Hold
2,000
– – 0.06% 113
2025
Q1 		$178K Hold
2,000
– – 0.06% 117
2024
Q4 		$200K Hold
2,000
– – 0.07% 104
2024
Q3 		$179K Hold
2,000
– – 0.07% 97
2024
Q2 		$174K Hold
2,000
– – 0.07% 92
2024
Q1 		$171K Buy
2,000
+555
+38% +$46.8K 0.08% 94
2023
Q4 		$117K Hold
1,445
– – 0.06% 107
2023
Q3 		$98.6K Hold
1,445
– – 0.06% 102
2023
Q2 		$100K Hold
1,445
– – 0.06% 103
2023
Q1 		$88.1K Hold
1,445
– – 0.05% 102
2022
Q4 		$73.9K Hold
1,445
– – 0.05% 153
2022
Q3 		$72K Hold
1,445
– – 0.05% 149
2022
Q2 		$78K Hold
1,445
– – 0.05% 146
2022
Q1 		$100K Hold
1,445
– – 0.06% 135
2021
Q4 		$115K Hold
1,445
– – 0.07% 85
2021
Q3 		$115K Hold
1,445
– – 0.05% 111
2021
Q2 		$113K Hold
1,445
– – 0.05% 101
2021
Q1 		$99K Hold
1,445
– – 0.05% 92
2020
Q4 		$102K Buy
+1,445
New +$95.7K 0.06% 87

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $430M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Running Point Capital Advisors's IGV Position: Q4 2025 in Review

Running Point Capital Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q4 2025 at 2,000 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #121.

Running Point Capital Advisors first reported a position in IGV in Q4 2020 and has held it in 21 quarters since. The position peaked at $230K in Q3 2025. 646 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Running Point Capital Advisors held 2,000 shares of iShares Expanded Tech-Software Sector ETF worth $211K as of Q4 2025.
  • Running Point Capital Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q4 2025.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Running Point Capital Advisors's portfolio in Q4 2025, its #121 holding.
  • Running Point Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $230K in Q3 2025.
  • 646 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.