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Vicus Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Vicus Capital’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
-33,738
Closed -$3.69M – 285
2025
Q2 		$3.69M Buy
33,738
+1,613
+5% +$160K 0.31% 49
2025
Q1 		$2.86M Buy
32,125
+2,098
+7% +$207K 0.27% 53
2024
Q4 		$3.01M Buy
+30,027
New +$2.98M 0.27% 50
2024
Q3 		– Sell
-33,796
Closed -$2.94M – 259
2024
Q2 		$2.94M Buy
33,796
+1,176
+4% +$96.6K 0.27% 49
2024
Q1 		$2.78M Sell
32,620
-2,175
-6% -$184K 0.25% 55
2023
Q4 		$2.82M Buy
+34,795
New +$2.57M 0.29% 48
2020
Q4 		– Sell
-17,355
Closed -$1.08M – 233
2020
Q3 		$1.08M Buy
17,355
+540
+3% +$32.4K 0.15% 75
2020
Q2 		$956K Sell
16,815
-4,360
-21% -$219K 0.15% 82
2020
Q1 		$891K Buy
21,175
+260
+1% +$12.3K 0.17% 77
2019
Q4 		$975K Sell
20,915
-450
-2% -$20K 0.15% 81
2019
Q3 		$905K Sell
21,365
-1,685
-7% -$73.7K 0.13% 108
2019
Q2 		$1.01M Sell
23,050
-2,080
-8% -$89.1K 0.14% 102
2019
Q1 		$1.06M Sell
25,130
-2,850
-10% -$112K 0.17% 92
2018
Q4 		$971K Sell
27,980
-2,520
-8% -$91.4K 0.17% 92
2018
Q3 		$1.25M Sell
30,500
-4,340
-12% -$170K 0.2% 80
2018
Q2 		$1.27M Sell
34,840
-1,940
-5% -$69.9K 0.21% 77
2018
Q1 		$1.25M Sell
36,780
-1,985
-5% -$67.1K 0.22% 75
2017
Q4 		$1.2M Sell
38,765
-3,335
-8% -$103K 0.21% 82
2017
Q3 		$1.23M Buy
+42,100
New +$1.21M 0.24% 79
2016
Q4 		– Sell
-123,620
Closed -$2.81M – 237
2016
Q3 		$2.81M Buy
+123,620
New +$2.74M 0.64% 44

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
JP Morgan Chase
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
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Vicus Capital's IGV Position: Q3 2025 in Review

Vicus Capital sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 33,738 shares — an estimated $3.69M sold.

Vicus Capital first reported a position in IGV in Q3 2016 and held it in 20 quarters. The position peaked at $3.69M in Q2 2025. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

  • Vicus Capital reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
  • Vicus Capital sold 33,738 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $3.69M.
  • Vicus Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2016 and held it in 20 quarters.
  • Vicus Capital's iShares Expanded Tech-Software Sector ETF position peaked at $3.69M in Q2 2025.
  • 657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Vicus Capital's 13F filing for Q3 2025, filed 24 Oct 2025.