IGV — iShares Expanded Tech-Software

Ownership history in LEUTHOLD GROUP, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which LEUTHOLD GROUP, LLC reported a position in iShares Expanded Tech-Software (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
0.27% (2025 Q2)
Avg. % of fund
0.25%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 20,069 -757 -3.6% 0.25% $2.3M $115.01
2025 Q2 ADDED 20,826 +536 +2.6% 0.27% $2.3M $109.50
2025 Q1 INITIATED 20,290 — — 0.23% $1.8M $88.99
% 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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