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Winthrop Advisory Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Winthrop Advisory 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
Q4 		– Sell
-1,912
Closed -$220K – 196
2025
Q3 		$220K Hold
1,912
– – 0.02% 174
2025
Q2 		$209K Buy
+1,912
New +$189K 0.02% 171

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LJAF
Laura & John Arnold Foundation Houston, Texas $430M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winthrop Advisory Group's IGV Position: Q4 2025 in Review

Winthrop Advisory Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q4 2025, closing a stake of 1,912 shares — an estimated $220K sold.

Winthrop Advisory Group first reported a position in IGV in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 646 funds tracked by Wall St. Rank hold IGV as of Q4 2025.

  • Winthrop Advisory Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q4 2025 after selling out during the quarter.
  • Winthrop Advisory Group sold 1,912 iShares Expanded Tech-Software Sector ETF shares in Q4 2025, an estimated $220K.
  • Winthrop Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 2 quarters.
  • Winthrop Advisory Group's iShares Expanded Tech-Software Sector ETF position peaked at $220K in Q3 2025.
  • 646 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q4 2025.

Based on Winthrop Advisory Group's 13F filing for Q4 2025, filed 21 Jan 2026.