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

West Branch 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
Q4 		– Sell
-10
Closed -$1.05K – 443
2025
Q3 		$1.05K Hold
10
– – ﹤0.01% 376
2025
Q2 		$1.05K Hold
10
– – ﹤0.01% 393
2025
Q1 		$890 Hold
10
– – ﹤0.01% 421
2024
Q4 		$1K Hold
10
– – ﹤0.01% 401
2024
Q3 		$894 Hold
10
– – ﹤0.01% 391
2024
Q2 		$870 Buy
10
+8
+400% +$657 ﹤0.01% 393
2024
Q1 		$171 Sell
2
-8
-80% -$675 ﹤0.01% 411
2023
Q4 		$812 Hold
10
– – ﹤0.01% 413
2023
Q3 		$683 Hold
10
– – ﹤0.01% 406
2023
Q2 		$692 Hold
10
– – ﹤0.01% 409
2023
Q1 		$610 Hold
10
– – ﹤0.01% 416
2022
Q4 		$512 Hold
10
– – ﹤0.01% 419
2022
Q3 		$1K Hold
10
– – ﹤0.01% 423
2022
Q2 		$1K Hold
10
– – ﹤0.01% 404
2022
Q1 		$1K Hold
10
– – ﹤0.01% 402
2021
Q4 		$1K Hold
10
– – ﹤0.01% 431
2021
Q3 		$1K Hold
10
– – ﹤0.01% 408
2021
Q2 		$1K Buy
+10
New +$725 ﹤0.01% 422

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
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
CI
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $330M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

West Branch Capital's IGV Position: Q4 2025 in Review

West Branch Capital sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 10 shares — an estimated $1.05K sold.

West Branch Capital first reported a position in IGV in Q2 2021 and held it in 18 quarters. The position peaked at $1.05K in Q3 2025. 648 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • West Branch Capital reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • West Branch Capital sold 10 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $1.05K.
  • West Branch Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and held it in 18 quarters.
  • West Branch Capital's iShares Expanded Tech-Software Sector ETF position peaked at $1.05K in Q3 2025.
  • 648 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on West Branch Capital's 13F filing for Q4 2025, filed 16 Jan 2026.