Summit X LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Summit X LLC’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	-2,423	Closed	-$265K	–	113
2025 Q2	$265K	Sell	2,423 -122	-5%	-$12.1K	0.05%	207
2025 Q1	$226K	Buy	+2,545	New	+$251K	0.05%	205

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

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 New York $235B AUM 32.99% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Summit X LLC's IGV Position: Q3 2025 in Review

Summit X LLC sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 2,423 shares — an estimated $265K sold.

Summit X LLC first reported a position in IGV in Q1 2025 and held it in 2 quarters. The position peaked at $265K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Summit X LLC reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
Summit X LLC sold 2,423 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $265K.
Summit X LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and held it in 2 quarters.
Summit X LLC's iShares Expanded Tech-Software Sector ETF position peaked at $265K in Q2 2025.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.