Allen Capital Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Allen Capital Group’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	–	Sell	-9,602	Closed	-$1.01M	–	290
2025 Q4	$1.01M	Sell	9,602 -236	-2%	-$25.9K	0.09%	129
2025 Q3	$1.13M	Hold	9,838	–	–	0.11%	120
2025 Q2	$1.08M	Hold	9,838	–	–	0.11%	119
2025 Q1	$875K	Sell	9,838 -157	-2%	-$15.5K	0.1%	122
2024 Q4	$1M	Buy	+9,995	New	+$990K	0.12%	110

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

Allen Capital Group's IGV Position: Q1 2026 in Review

Allen Capital Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 9,602 shares — an estimated $1.01M sold.

Allen Capital Group first reported a position in IGV in Q4 2024 and held it in 5 quarters. The position peaked at $1.13M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Allen Capital Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Allen Capital Group sold 9,602 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.01M.
Allen Capital Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 5 quarters.
Allen Capital Group's iShares Expanded Tech-Software Sector ETF position peaked at $1.13M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.