AE Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

AE Wealth Management’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
2026 Q1	$572K	Buy	7,150 +29	+0.4%	+$2.57K	﹤0.01%	1043
2025 Q4	$753K	Sell	7,121 -400	-5%	-$44K	﹤0.01%	896
2025 Q3	$865K	Sell	7,521 -452	-6%	-$50K	0.01%	792
2025 Q2	$873K	Buy	7,973 +938	+13%	+$92.8K	0.01%	762
2025 Q1	$626K	Buy	7,035 +480	+7%	+$47.4K	0.01%	850
2024 Q4	$656K	Sell	6,555 -446	-6%	-$44.2K	0.01%	822
2024 Q3	$626K	Buy	7,001 +2,537	+57%	+$217K	0.01%	824
2024 Q2	$388K	Buy	4,464 +404	+10%	+$33.2K	﹤0.01%	954
2024 Q1	$346K	Sell	4,060 -30,810	-88%	-$2.6M	﹤0.01%	918
2023 Q4	$2.95M	Sell	34,870 -6,050	-15%	-$448K	0.02%	769
2023 Q3	$2.79M	Buy	40,920 +1,945	+5%	+$136K	0.02%	732
2023 Q2	$2.7M	Buy	38,975 +5,260	+16%	+$330K	0.02%	743
2023 Q1	$2.05M	Buy	33,715 +2,125	+7%	+$119K	0.01%	786
2022 Q4	$1.62M	Buy	31,590 +120	+0.4%	+$6.22K	0.01%	825
2022 Q3	$1.57M	Buy	31,470 +2,615	+9%	+$149K	0.01%	778
2022 Q2	$1.56M	Sell	28,855 -1,360	-5%	-$79.9K	0.01%	748
2022 Q1	$2.08M	Buy	30,215 +8,705	+40%	+$598K	0.01%	691
2021 Q4	$1.71M	Buy	21,510 +15,105	+236%	+$1.26M	0.01%	748
2021 Q3	$511K	Sell	6,405 -1,370	-18%	-$112K	﹤0.01%	1164
2021 Q2	$607K	Sell	7,775 -13,935	-64%	-$1.01M	0.01%	1068
2021 Q1	$1.48M	Sell	21,710 -465	-2%	-$33K	0.02%	657
2020 Q4	$1.57M	Buy	22,175 +2,140	+11%	+$142K	0.02%	569
2020 Q3	$1.25M	Buy	20,035 +2,175	+12%	+$131K	0.02%	571
2020 Q2	$1.01M	Buy	17,860 +6,990	+64%	+$351K	0.02%	614
2020 Q1	$457K	Buy	10,870 +845	+8%	+$40K	0.01%	715
2019 Q4	$467K	Sell	10,025 -150	-1%	-$6.65K	0.01%	757
2019 Q3	$431K	Buy	10,175 +1,465	+17%	+$64.1K	0.01%	663
2019 Q2	$381K	Buy	+8,710	New	+$373K	0.01%	667
2017 Q4	–	Sell	-11,720	Closed	-$343K	–	440
2017 Q3	$343K	Sell	11,720 -5,195	-31%	-$149K	0.03%	285
2017 Q2	$463K	Buy	16,915 +7,710	+84%	+$206K	0.06%	238
2017 Q1	$233K	Buy	+9,205	New	+$222K	0.04%	238

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

AE Wealth Management's IGV Position: Q1 2026 in Review

AE Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.41% in Q1 2026, buying an estimated $2.57K and bringing the position to 7,150 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

AE Wealth Management first reported a position in IGV in Q1 2017 and has held it in 31 quarters since. The position peaked at $2.95M in Q4 2023. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

AE Wealth Management held 7,150 shares of iShares Expanded Tech-Software Sector ETF worth $572K as of Q1 2026.
AE Wealth Management bought 29 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $2.57K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1043 holding.
AE Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2017 and has held it in 31 quarters since.
AE Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.95M in Q4 2023.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.