Wealthstream Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealthstream Advisors’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	$403K	Hold	3,500	–	–	0.06%	103
2025 Q2	$383K	Hold	3,500	–	–	0.06%	103
2025 Q1	$311K	Hold	3,500	–	–	0.06%	110
2024 Q4	$350K	Hold	3,500	–	–	0.06%	96
2024 Q3	$313K	Hold	3,500	–	–	0.06%	104
2024 Q2	$304K	Hold	3,500	–	–	0.11%	93
2024 Q1	$298K	Hold	3,500	–	–	0.11%	98
2023 Q4	$284K	Buy	+3,500	New	+$259K	0.12%	108

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

Wealthstream Advisors's IGV Position: Q3 2025 in Review

Wealthstream Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q3 2025 at 3,500 shares worth $403K. The position accounts for 0.06% of the portfolio, ranked #103.

Wealthstream Advisors first reported a position in IGV in Q4 2023 and has held it in 8 quarters since. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Wealthstream Advisors held 3,500 shares of iShares Expanded Tech-Software Sector ETF worth $403K as of Q3 2025.
Wealthstream Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q3 2025.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Wealthstream Advisors's portfolio in Q3 2025, its #103 holding.
Wealthstream Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 8 quarters since.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.