IGV — ISHARES TR EXPANDED TECH

Ownership history in Confluence Wealth Services, Inc.  ·  4 quarters on record

This page tracks every 13F SEC filing in which Confluence Wealth Services, Inc. reported a position in ISHARES TR EXPANDED TECH (IGV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.04% (2021 Q4)
Avg. % of fund
0.02%
First filed
2021 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,175 — 0% 0.01% $250K $115.01
2025 Q2 UNCHANGED 2,175 — 0% 0.01% $238K $109.50
2024 Q4 ADDED 2,175 +1,890 +663.2% 0.01% $227K $100.12
2021 Q4 INITIATED 285 — — 0.04% $113K $79.52
% of Fund (quarterly)    IGV price (monthly, adj. close)

Other funds also holding IGV

As of 2025 Q4 — sorted by position size

Laura & John Arnold Foundation 27.53% Altus Wealth Management, LLC 3Y 4.09% SFI Advisors, LLC 3Y 3.92% Spruce Point Capital Management, LLC 3.74% COTTONWOOD CAPITAL ADVISORS, LLC 3Y 3.62% SP Asset Management LLC 3Y 3.49% Ebert Capital Management Inc. 2.93% Seven Springs Wealth Group, LLC 3Y 2.81% Black Swift Group, LLC 3Y 2.69% Silverleafe Capital Partners, LLC 3Y 7Y 2.43%
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