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AFT Forsyth & Company’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

AFT Forsyth & Company’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 		$1.13M Buy
14,149
+85
+0.6% +$7.52K 0.53% 43
2025
Q4 		$1.49M Sell
14,064
-5
-0% -$550 0.64% 38
2025
Q3 		$1.62M Buy
14,069
+50
+0.4% +$5.53K 0.78% 28
2025
Q2 		$1.54M Hold
14,019
– – 0.79% 29
2025
Q1 		$1.25M Buy
14,019
+50
+0.4% +$4.94K 0.67% 38
2024
Q4 		$1.4M Sell
13,969
-320
-2% -$31.7K 0.69% 35
2024
Q3 		$1.28M Sell
14,289
-316
-2% -$27.1K 0.63% 38
2024
Q2 		$1.27M Buy
14,605
+166
+1% +$13.6K 0.62% 36
2024
Q1 		$1.23M Buy
14,439
+24
+0.2% +$2.02K 0.7% 36
2023
Q4 		$1.17M Sell
14,415
-875
-6% -$64.7K 0.74% 38
2023
Q3 		$1.04M Sell
15,290
-1,240
-8% -$87K 0.76% 37
2023
Q2 		$1.14M Buy
16,530
+50
+0.3% +$3.14K 0.81% 34
2023
Q1 		$1M Sell
16,480
-400
-2% -$22.4K 0.78% 39
2022
Q4 		$864K Sell
16,880
-225
-1% -$11.7K 0.74% 41
2022
Q3 		$856K Sell
17,105
-175
-1% -$9.95K 0.76% 40
2022
Q2 		$932K Buy
17,280
+25
+0.1% +$1.47K 0.75% 39
2022
Q1 		$1.19M Buy
17,255
+1,660
+11% +$114K 0.76% 36
2021
Q4 		$1.24M Buy
15,595
+1,615
+12% +$135K 0.64% 50
2021
Q3 		$1.12M Buy
13,980
+620
+5% +$50.6K 0.6% 54
2021
Q2 		$1.04M Buy
13,360
+620
+5% +$44.9K 0.56% 56
2021
Q1 		$870K Buy
12,740
+300
+2% +$21.3K 0.52% 66
2020
Q4 		$881K Buy
12,440
+470
+4% +$31.1K 0.55% 65
2020
Q3 		$745K Buy
11,970
+1,325
+12% +$79.6K 0.55% 61
2020
Q2 		$605K Buy
10,645
+1,180
+12% +$59.2K 0.51% 65
2020
Q1 		$398K Buy
9,465
+460
+5% +$21.8K 0.4% 89
2019
Q4 		$420K Buy
9,005
+2,025
+29% +$89.8K 0.32% 100
2019
Q3 		$296K Buy
6,980
+900
+15% +$39.4K 0.24% 114
2019
Q2 		$266K Buy
+6,080
New +$261K 0.22% 118

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

AFT Forsyth & Company's IGV Position: Q1 2026 in Review

AFT Forsyth & Company increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.6% in Q1 2026, buying an estimated $7.52K and bringing the position to 14,149 shares worth $1.13M. The position accounts for 0.53% of the portfolio, ranked #43.

AFT Forsyth & Company first reported a position in IGV in Q2 2019 and has held it in 28 quarters since. The position peaked at $1.62M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • AFT Forsyth & Company held 14,149 shares of iShares Expanded Tech-Software Sector ETF worth $1.13M as of Q1 2026.
  • AFT Forsyth & Company bought 85 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $7.52K.
  • iShares Expanded Tech-Software Sector ETF made up 0.53% of AFT Forsyth & Company's portfolio in Q1 2026, its #43 holding.
  • AFT Forsyth & Company first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 28 quarters since.
  • AFT Forsyth & Company's iShares Expanded Tech-Software Sector ETF position peaked at $1.62M in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on AFT Forsyth & Company's 13F filing for Q1 2026, filed 14 May 2026.