Bartlett & Co Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bartlett & Co 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	$165K	Hold	1,870	–	–	﹤0.01%	490
2025 Q4	$198K	Hold	1,870	–	–	﹤0.01%	455
2025 Q3	$215K	Sell	1,870 -165	-8%	-$18.3K	﹤0.01%	438
2025 Q2	$223K	Buy	2,035 +165	+9%	+$16.3K	﹤0.01%	430
2025 Q1	$166K	Hold	1,870	–	–	﹤0.01%	466
2024 Q4	$187K	Sell	1,870 -80	-4%	-$7.93K	﹤0.01%	449
2024 Q3	$174K	Buy	1,950 +80	+4%	+$6.86K	﹤0.01%	463
2024 Q2	$163K	Sell	1,870 -255	-12%	-$20.9K	﹤0.01%	463
2024 Q1	$181K	Buy	2,125 +230	+12%	+$19.4K	﹤0.01%	460
2023 Q4	$155K	Buy	+1,895	New	+$140K	﹤0.01%	507

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

Bartlett & Co Wealth Management's IGV Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 1,870 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Bartlett & Co Wealth Management first reported a position in IGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $223K in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Bartlett & Co Wealth Management held 1,870 shares of iShares Expanded Tech-Software Sector ETF worth $165K as of Q1 2026.
Bartlett & Co Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #490 holding.
Bartlett & Co Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 10 quarters since.
Bartlett & Co Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $223K in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.