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

Smallwood Wealth Investment 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
Q3 		– Sell
-97
Closed -$10.6K – 556
2025
Q2 		$10.6K Buy
+97
New +$9.59K 0.01% 312

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Smallwood Wealth Investment Management's IGV Position: Q3 2025 in Review

Smallwood Wealth Investment Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 97 shares — an estimated $10.6K sold.

Smallwood Wealth Investment Management first reported a position in IGV in Q2 2025 and held it in 1 quarter. The position peaked at $10.6K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • Smallwood Wealth Investment Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Smallwood Wealth Investment Management sold 97 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $10.6K.
  • Smallwood Wealth Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 1 quarter.
  • Smallwood Wealth Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $10.6K in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Smallwood Wealth Investment Management's 13F filing for Q3 2025, filed 17 Oct 2025.