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Spectrum Wealth Counsel’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Spectrum Wealth Counsel’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 		$11.7K Sell
132
-1,408
-91% -$139K ﹤0.01% 226
2024
Q4 		$154K Sell
1,540
-6
-0.4% -$595 0.02% 127
2024
Q3 		$138K Sell
1,546
-59,615
-97% -$5.11M 0.02% 132
2024
Q2 		$5.31M Sell
61,161
-62,135
-50% -$5.1M 0.67% 44
2024
Q1 		$10.5M Buy
123,296
+60,486
+96% +$5.1M 1.29% 20
2023
Q4 		$5.1M Buy
+62,810
New +$4.65M 0.71% 47

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
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
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

Spectrum Wealth Counsel's IGV Position: Q1 2025 in Review

Spectrum Wealth Counsel reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 91% in Q1 2025, selling an estimated $139K and leaving 132 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Spectrum Wealth Counsel first reported a position in IGV in Q4 2023 and has held it in 6 quarters since. The position peaked at $10.5M in Q1 2024. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

  • Spectrum Wealth Counsel held 132 shares of iShares Expanded Tech-Software Sector ETF worth $11.7K as of Q1 2025.
  • Spectrum Wealth Counsel sold 1,408 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $139K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #226 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's iShares Expanded Tech-Software Sector ETF position peaked at $10.5M in Q1 2024.
  • 628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.