AWM
IGV icon

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

Altus 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 		– Sell
-89,753
Closed -$9.49M – 29
2025
Q4 		$9.49M Buy
89,753
+533
+0.6% +$58.6K 4.09% 7
2025
Q3 		$10.3M Buy
89,220
+780
+0.9% +$86.3K 4.54% 7
2025
Q2 		$9.68M Sell
88,440
-1,688
-2% -$167K 4.64% 7
2025
Q1 		$8.02M Sell
90,128
-3,593
-4% -$355K 3.76% 8
2024
Q4 		$9.38M Buy
93,721
+1,769
+2% +$175K 4.2% 8
2024
Q3 		$8.22M Sell
91,952
-686
-0.7% -$58.8K 3.85% 8
2024
Q2 		$8.05M Buy
92,638
+100
+0.1% +$8.21K 3.87% 8
2024
Q1 		$7.89M Buy
92,538
+283
+0.3% +$23.9K 4.15% 7
2023
Q4 		$7.48M Buy
92,255
+1,365
+2% +$101K 4.48% 7
2023
Q3 		$6.2M Buy
90,890
+2,990
+3% +$210K 4.31% 7
2023
Q2 		$6.08M Sell
87,900
-970
-1% -$60.9K 4.8% 6
2023
Q1 		$5.42M Sell
88,870
-105,465
-54% -$5.91M 4.48% 6
2022
Q4 		$9.94M Sell
194,335
-11,025
-5% -$571K 8.76% 6
2022
Q3 		$10.3M Buy
205,360
+1,250
+0.6% +$71K 8.8% 5
2022
Q2 		$11M Buy
204,110
+3,725
+2% +$219K 8.56% 5
2022
Q1 		$13.8M Sell
200,385
-51,000
-20% -$3.5M 9.52% 5
2021
Q4 		$20M Buy
251,385
+2,900
+1% +$242K 11.91% 4
2021
Q3 		$19.8M Buy
248,485
+14,190
+6% +$1.16M 12.56% 3
2021
Q2 		$18.3M Buy
234,295
+2,690
+1% +$195K 11.77% 4
2021
Q1 		$15.8M Sell
231,605
-37,745
-14% -$2.68M 11.22% 4
2020
Q4 		$19.1M Sell
269,350
-11,505
-4% -$762K 14.8% 3
2020
Q3 		$17.5M Buy
280,855
+15,505
+6% +$931K 16.07% 3
2020
Q2 		$15.1M Buy
265,350
+4,025
+2% +$202K 16.81% 3
2020
Q1 		$11M Buy
261,325
+133,150
+104% +$6.3M 15.71% 3
2019
Q4 		$5.97M Buy
+128,175
New +$5.68M 5.85% 9

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

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

Altus Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 89,753 shares — an estimated $9.49M sold.

Altus Wealth Management first reported a position in IGV in Q4 2019 and held it in 25 quarters. The position peaked at $20M in Q4 2021. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Altus Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Altus Wealth Management sold 89,753 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $9.49M.
  • Altus Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 25 quarters.
  • Altus Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $20M in Q4 2021.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Altus Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.