SPW
IGV icon

Surience Private Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Surience Private Wealth’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
-44,493
Closed -$4.45M – 30
2024
Q4 		$4.45M Buy
+44,493
New +$4.41M 5.75% 6

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 $424B AUM 22.96% 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

Surience Private Wealth's IGV Position: Q1 2025 in Review

Surience Private Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2025, closing a stake of 44,493 shares — an estimated $4.45M sold.

Surience Private Wealth first reported a position in IGV in Q4 2024 and held it in 1 quarter. The position peaked at $4.45M in Q4 2024. 628 funds tracked by Wall St. Rank hold IGV as of Q1 2025.

  • Surience Private Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2025 after selling out during the quarter.
  • Surience Private Wealth sold 44,493 iShares Expanded Tech-Software Sector ETF shares in Q1 2025, an estimated $4.45M.
  • Surience Private Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 1 quarter.
  • Surience Private Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $4.45M in Q4 2024.
  • 628 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2025.

Based on Surience Private Wealth's 13F filing for Q1 2025, filed 24 Apr 2025.