IGV ISHARES TR S&P NA SOFTWR

Ownership history in SPC Financial, Inc.  ·  57 quarters on record

AI Ownership Summary

SPC Financial, Inc. reported ISHARES TR S&P NA SOFTWR (IGV) in 57 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 2.22% in 2025 Q2. The latest visible filing shows IGV at 2.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SPC Financial, Inc.'s position in ISHARES TR S&P NA SOFTWR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

IGV was reported at 2.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.22% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SPC Financial, Inc. held IGV — position size vs. price
% of Fund (quarterly)    IGV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 244,572 +2,794 +1.2% 2.20% $28.1M 2025-11-14 (Est.) $107.44
2025 Q2 ADDED 241,778 +486 +0.2% 2.22% $26.5M 2025-07-25 $112.69
2025 Q1 ADDED 241,292 +53,423 +28.4% 1.89% $21.5M 2025-05-08 $100.41
2024 Q4 ADDED 187,869 +3,766 +2.0% 1.64% $18.8M 2025-02-06 $105.24
2024 Q3 REDUCED 184,103 -2,089 -1.1% 1.45% $16.5M 2024-10-16 $92.00
2024 Q2 ADDED 186,192 +6,048 +3.4% 1.50% $16.2M 2024-08-02 $80.21
2024 Q1 ADDED 180,144 +179,097 +17105.7% 1.44% $15.4M 2024-05-03 $80.87
2023 Q4 REDUCED 1,047 -163 -13.5% 0.04% $425K 2024-02-05 $85.33
49 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SPC Financial, Inc. and IGV

These are the practical questions this page is built to answer before you even open the full history table.

How long has SPC Financial, Inc. reported owning IGV?

SPC Financial, Inc. reported IGV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IGV position in SPC Financial, Inc.'s portfolio?

The largest reported portfolio weight for IGV was 2.22% in 2025 Q2.

What is the latest reported IGV position on this page?

The most recent filing on this page is 2025 Q3, when SPC Financial, Inc. reported 244,572 shares, equal to 2.20% of portfolio, with an estimated market value of $28.1M.

What does the chart on this IGV ownership page compare?

The chart compares SPC Financial, Inc.'s quarterly IGV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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