Tyche Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Tyche Wealth Partners’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	-2,320	Closed	-$254K	–	324
2025 Q2	$254K	Hold	2,320	–	–	0.05%	242
2025 Q1	$206K	Buy	2,320 +295	+15%	+$29.1K	0.04%	271
2024 Q4	$203K	Buy	+2,025	New	+$201K	0.04%	281
2024 Q3	–	Sell	-2,525	Closed	-$219K	–	292
2024 Q2	$219K	Sell	2,525 -250	-9%	-$20.5K	0.05%	243
2024 Q1	$237K	Hold	2,775	–	–	0.06%	236
2023 Q4	$225K	Buy	+2,775	New	+$205K	0.05%	261

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

Tyche Wealth Partners's IGV Position: Q3 2025 in Review

Tyche Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 2,320 shares — an estimated $254K sold.

Tyche Wealth Partners first reported a position in IGV in Q4 2023 and held it in 6 quarters. The position peaked at $254K in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Tyche Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
Tyche Wealth Partners sold 2,320 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $254K.
Tyche Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and held it in 6 quarters.
Tyche Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $254K in Q2 2025.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Tyche Wealth Partners's 13F filing for Q3 2025, filed 4 Nov 2025.