IGV — ISHARES EXPANDED TECH

Ownership history in ORG Partners LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ISHARES 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
0.14% (2025 Q1)
Avg. % of fund
0.1%
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 3,500 -325 -8.5% 0.07% $403K $115.01
2025 Q2 REDUCED 3,825 -2,650 -40.9% 0.09% $414K $109.50
2025 Q1 INITIATED 6,475 — — 0.14% $585K $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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