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

Tortoise 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 Q4	–	Sell	-680	Closed	-$78.2K	–	792
2025 Q3	$78.2K	Buy	680 +205	+43%	+$22.7K	0.01%	341
2025 Q2	$52K	Buy	475 +100	+27%	+$9.89K	0.01%	377
2025 Q1	$33.4K	Hold	375	–	–	﹤0.01%	428
2024 Q4	$37.5K	Hold	375	–	–	﹤0.01%	466
2024 Q3	$33.5K	Hold	375	–	–	﹤0.01%	480
2024 Q2	$32.6K	Hold	375	–	–	﹤0.01%	458
2024 Q1	$32K	Buy	+375	New	+$31.6K	﹤0.01%	444

Other funds holding IGV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LJAF

Laura & John Arnold Foundation Houston, Texas $330M AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tortoise Investment Management's IGV Position: Q4 2025 in Review

Tortoise Investment Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 680 shares — an estimated $78.2K sold.

Tortoise Investment Management first reported a position in IGV in Q1 2024 and held it in 7 quarters. The position peaked at $78.2K in Q3 2025. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

Tortoise Investment Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 680 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $78.2K.
Tortoise Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and held it in 7 quarters.
Tortoise Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $78.2K in Q3 2025.
648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.