Silvercrest Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Silvercrest Asset 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 Q1	–	Sell	-2,525	Closed	-$253K	–	852
2024 Q4	$253K	Hold	2,525	–	–	﹤0.01%	780
2024 Q3	$226K	Hold	2,525	–	–	﹤0.01%	763
2024 Q2	$219K	Hold	2,525	–	–	﹤0.01%	861
2024 Q1	$215K	Hold	2,525	–	–	﹤0.01%	848
2023 Q4	$205K	Buy	+2,525	New	+$187K	﹤0.01%	802
2022 Q1	–	Sell	-2,525	Closed	-$201K	–	863
2021 Q4	$201K	Hold	2,525	–	–	﹤0.01%	797
2021 Q3	$202K	Buy	+2,525	New	+$206K	﹤0.01%	817

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Silvercrest Asset Management's IGV Position: Q1 2025 in Review

Silvercrest Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 2,525 shares — an estimated $253K sold.

Silvercrest Asset Management first reported a position in IGV in Q3 2021 and held it in 7 quarters. The position peaked at $253K in Q4 2024. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

Silvercrest Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
Silvercrest Asset Management sold 2,525 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $253K.
Silvercrest Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and held it in 7 quarters.
Silvercrest Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $253K in Q4 2024.
628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Silvercrest Asset Management's 13F filing for Q1 2025, filed 15 May 2025.