Sage Mountain Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sage Mountain 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 Q2	–	Sell	-278	Closed	-$24.7K	–	526
2025 Q1	$24.7K	Buy	+278	New	+$27.5K	﹤0.01%	448
2022 Q4	–	Sell	-1,050	Closed	-$53K	–	304
2022 Q3	$53K	Hold	1,050	–	–	0.01%	290
2022 Q2	$57K	Hold	1,050	–	–	0.01%	536
2022 Q1	$72K	Hold	1,050	–	–	0.01%	544
2021 Q4	$84K	Hold	1,050	–	–	0.01%	595
2021 Q3	$84K	Hold	1,050	–	–	0.01%	499
2021 Q2	$82K	Hold	1,050	–	–	0.01%	456
2021 Q1	$72K	Buy	+1,050	New	+$74.4K	0.02%	389

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Sage Mountain Advisors's IGV Position: Q2 2025 in Review

Sage Mountain Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2025, closing a stake of 278 shares — an estimated $24.7K sold.

Sage Mountain Advisors first reported a position in IGV in Q1 2021 and held it in 8 quarters. The position peaked at $84K in Q4 2021. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

Sage Mountain Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2025 after selling out during the quarter.
Sage Mountain Advisors sold 278 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $24.7K.
Sage Mountain Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2021 and held it in 8 quarters.
Sage Mountain Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $84K in Q4 2021.
685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.