SeaCrest Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

SeaCrest Wealth Management’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	–	Sell	-2,450	Closed	-$283K	–	651
2025 Q3	$283K	Sell	2,450 -1,695	-41%	-$188K	0.03%	476
2025 Q2	$454K	Buy	4,145 +1,272	+44%	+$126K	0.05%	344
2025 Q1	$256K	Buy	2,873 +340	+13%	+$33.6K	0.03%	544
2024 Q4	$254K	Buy	+2,533	New	+$251K	0.03%	542
2023 Q4	–	Sell	-2,995	Closed	-$205K	–	639
2023 Q3	$205K	Buy	+2,995	New	+$210K	0.03%	563
2022 Q4	–	Sell	-4,010	Closed	-$201K	–	653
2022 Q3	$201K	Buy	4,010 +140	+4%	+$7.96K	0.03%	550
2022 Q2	$209K	Buy	+3,870	New	+$227K	0.03%	588
2022 Q1	–	Sell	-2,640	Closed	-$210K	–	735
2021 Q4	$210K	Buy	+2,640	New	+$220K	0.02%	635
2019 Q2	–	Sell	-1,210	Closed	-$51K	–	1134
2019 Q1	$51K	Buy	1,210 +50	+4%	+$1.97K	0.01%	930
2018 Q4	$40K	Hold	1,160	–	–	0.01%	976
2018 Q3	$48K	Buy	+1,160	New	+$45.4K	0.01%	1009

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAF

Laura & John Arnold Foundation Houston, Texas $330M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SeaCrest Wealth Management's IGV Position: Q4 2025 in Review

SeaCrest Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 2,450 shares — an estimated $283K sold.

SeaCrest Wealth Management first reported a position in IGV in Q3 2018 and held it in 11 quarters. The position peaked at $454K in Q2 2025. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

SeaCrest Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
SeaCrest Wealth Management sold 2,450 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $283K.
SeaCrest Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and held it in 11 quarters.
SeaCrest Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $454K in Q2 2025.
648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on SeaCrest Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.