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SPC Financial Inc’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

SPC Financial Inc’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 		$28.1M Buy
244,572
+2,794
+1% +$309K 2.2% 11
2025
Q2 		$26.5M Buy
241,778
+486
+0.2% +$48.1K 2.22% 12
2025
Q1 		$21.5M Buy
241,292
+53,423
+28% +$5.28M 1.89% 16
2024
Q4 		$18.8M Buy
187,869
+3,766
+2% +$373K 1.64% 21
2024
Q3 		$16.5M Sell
184,103
-2,089
-1% -$179K 1.45% 25
2024
Q2 		$16.2M Buy
186,192
+6,048
+3% +$497K 1.5% 25
2024
Q1 		$15.4M Buy
180,144
+174,909
+3,341% +$14.8M 1.44% 25
2023
Q4 		$425K Sell
5,235
-815
-13% -$60.3K 0.04% 160
2023
Q3 		$413K Hold
6,050
– – 0.05% 153
2023
Q2 		$419K Hold
6,050
– – 0.05% 156
2023
Q1 		$369K Buy
6,050
+80
+1% +$4.48K 0.04% 152
2022
Q4 		$305K Sell
5,970
-45
-0.7% -$2.33K 0.04% 159
2022
Q3 		$301K Hold
6,015
– – 0.04% 152
2022
Q2 		$324K Sell
6,015
-480
-7% -$28.2K 0.04% 156
2022
Q1 		$448K Sell
6,495
-450
-6% -$30.9K 0.05% 133
2021
Q4 		$552K Hold
6,945
– – 0.06% 116
2021
Q3 		$554K Sell
6,945
-235
-3% -$19.2K 0.07% 104
2021
Q2 		$560K Sell
7,180
-1,015
-12% -$73.6K 0.07% 101
2021
Q1 		$560K Sell
8,195
-329,110
-98% -$23.3M 0.07% 97
2020
Q4 		$23.9M Sell
337,305
-9,600
-3% -$636K 3.36% 6
2020
Q3 		$21.6M Sell
346,905
-18,785
-5% -$1.13M 3.72% 6
2020
Q2 		$20.8M Sell
365,690
-1,015
-0.3% -$50.9K 4.33% 3
2020
Q1 		$15.4M Buy
366,705
+2,025
+0.6% +$95.8K 3.93% 5
2019
Q4 		$17M Sell
364,680
-20,060
-5% -$889K 3.11% 7
2019
Q3 		$16.3M Sell
384,740
-18,270
-5% -$799K 3.45% 7
2019
Q2 		$17.6M Sell
403,010
-29,485
-7% -$1.26M 3.55% 5
2019
Q1 		$18.2M Sell
432,495
-13,055
-3% -$515K 3.9% 3
2018
Q4 		$15.5M Buy
445,550
+8,775
+2% +$318K 4.27% 3
2018
Q3 		$17.9M Sell
436,775
-1,650
-0.4% -$64.6K 3.58% 4
2018
Q2 		$16M Sell
438,425
-10,455
-2% -$377K 3.5% 3
2018
Q1 		$15.2M Sell
448,880
-2,490
-0.6% -$84.2K 3.47% 4
2017
Q4 		$14M Buy
451,370
+4,565
+1% +$141K 3.23% 5
2017
Q3 		$13.1M Buy
446,805
+2,000
+0.4% +$57.3K 3.24% 5
2017
Q2 		$12.2M Buy
444,805
+4,775
+1% +$128K 3.22% 5
2017
Q1 		$11.1M Buy
440,030
+11,905
+3% +$287K 3.11% 5
2016
Q4 		$9.32M Buy
+428,125
New +$9.57M 2.84% 7
2016
Q1 		– Sell
-18,105
Closed -$376K – 109
2015
Q4 		$376K Sell
18,105
-1,450
-7% -$29.9K 0.15% 82
2015
Q3 		$370K Sell
19,555
-261,065
-93% -$5.17M 0.16% 83
2015
Q2 		$5.58M Sell
280,620
-14,725
-5% -$296K 1.56% 22
2015
Q1 		$5.68M Sell
295,345
-14,300
-5% -$270K 1.56% 22
2014
Q4 		$5.75M Sell
309,645
-2,545
-0.8% -$45.5K 1.67% 20
2014
Q3 		$5.4M Sell
312,190
-960
-0.3% -$16.6K 1.57% 22
2014
Q2 		$5.39M Buy
313,150
+51,350
+20% +$837K 1.51% 24
2014
Q1 		$4.36M Sell
261,800
-625
-0.2% -$10.5K 1.32% 30
2013
Q4 		$4.31M Sell
262,425
-1,625
-0.6% -$25.3K 1.35% 26
2013
Q3 		$4.03M Sell
264,050
-1,625
-0.6% -$23.9K 1.43% 25
2013
Q2 		$3.61M Buy
+265,675
New +$3.64M 1.4% 25

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 $235B AUM 32.99% 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

SPC Financial Inc's IGV Position: Q3 2025 in Review

SPC Financial Inc increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.2% in Q3 2025, buying an estimated $309K and bringing the position to 244,572 shares worth $28.1M. The position accounts for 2.2% of the portfolio, ranked #11.

SPC Financial Inc first reported a position in IGV in Q2 2013 and has held it in 47 quarters since. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • SPC Financial Inc held 244,572 shares of iShares Expanded Tech-Software Sector ETF worth $28.1M as of Q3 2025.
  • SPC Financial Inc bought 2,794 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $309K.
  • iShares Expanded Tech-Software Sector ETF made up 2.2% of SPC Financial Inc's portfolio in Q3 2025, its #11 holding.
  • SPC Financial Inc first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 47 quarters since.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.