Wellington Management Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wellington Management Group’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	-32,878	Closed	-$3.6M	–	2028
2025 Q2	$3.6M	Sell	32,878 -33,017	-50%	-$3.27M	﹤0.01%	1450
2025 Q1	$5.86M	Buy	+65,895	New	+$6.51M	﹤0.01%	1339
2024 Q3	–	Sell	-691,904	Closed	-$60.1M	–	1966
2024 Q2	$60.1M	Buy	+691,904	New	+$56.8M	0.01%	657
2023 Q4	–	Sell	-447,270	Closed	-$30.5M	–	1877
2023 Q3	$30.5M	Buy	+447,270	New	+$31.4M	0.01%	839
2022 Q3	–	Sell	-219,665	Closed	-$11.8M	–	2080
2022 Q2	$11.8M	Buy	+219,665	New	+$12.9M	﹤0.01%	1082

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

Wellington Management Group's IGV Position: Q3 2025 in Review

Wellington Management Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2025, closing a stake of 32,878 shares — an estimated $3.6M sold.

Wellington Management Group first reported a position in IGV in Q2 2022 and held it in 5 quarters. The position peaked at $60.1M in Q2 2024. 657 funds tracked by Wall St. Rank hold IGV as of Q3 2025.

Wellington Management Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q3 2025 after selling out during the quarter.
Wellington Management Group sold 32,878 iShares Expanded Tech-Software Sector ETF shares in Q3 2025, an estimated $3.6M.
Wellington Management Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and held it in 5 quarters.
Wellington Management Group's iShares Expanded Tech-Software Sector ETF position peaked at $60.1M in Q2 2024.
657 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2025.

Based on Wellington Management Group's 13F filing for Q3 2025, filed 14 Nov 2025.