Atomi Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Atomi Financial 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	-5,514	Closed	-$583K	–	1268
2025 Q4	$583K	Sell	5,514 -189	-3%	-$20.8K	0.02%	622
2025 Q3	$656K	Buy	5,703 +145	+3%	+$16.1K	0.02%	533
2025 Q2	$609K	Sell	5,558 -77	-1%	-$7.62K	0.02%	509
2025 Q1	$501K	Sell	5,635 -509	-8%	-$50.3K	0.02%	536
2024 Q4	$615K	Buy	6,144 +329	+6%	+$32.6K	0.03%	399
2024 Q3	$520K	Sell	5,815 -149	-2%	-$12.8K	0.03%	437
2024 Q2	$518K	Buy	5,964 +414	+7%	+$34K	0.04%	386
2024 Q1	$473K	Buy	5,550 +115	+2%	+$9.71K	0.04%	361
2023 Q4	$441K	Sell	5,435 -90	-2%	-$6.66K	0.06%	305
2023 Q3	$377K	Buy	+5,525	New	+$388K	0.13%	193

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Atomi Financial Group's IGV Position: Q1 2026 in Review

Atomi Financial Group sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 5,514 shares — an estimated $583K sold.

Atomi Financial Group first reported a position in IGV in Q3 2023 and held it in 10 quarters. The position peaked at $656K in Q3 2025. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Atomi Financial Group reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Atomi Financial Group sold 5,514 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $583K.
Atomi Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and held it in 10 quarters.
Atomi Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $656K in Q3 2025.
765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.