Benjamin Edwards Inc’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Benjamin Edwards Inc’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	-5,873	Closed	-$621K	–	1387
2025 Q4	$621K	Buy	5,873 +63	+1%	+$6.92K	0.01%	874
2025 Q3	$668K	Sell	5,810 -47	-0.8%	-$5.2K	0.01%	839
2025 Q2	$641K	Sell	5,857 -3,687	-39%	-$365K	0.01%	767
2025 Q1	$849K	Sell	9,544 -9,707	-50%	-$959K	0.01%	623
2024 Q4	$1.93M	Buy	19,251 +1,314	+7%	+$130K	0.03%	448
2024 Q3	$1.6M	Buy	+17,937	New	+$1.54M	0.02%	475
2023 Q1	–	Sell	-10	Closed	-$1K	–	729
2022 Q4	$1K	Sell	10 -50	-83%	-$2.59K	﹤0.01%	700
2022 Q3	$3K	Sell	60 -1,255	-95%	-$71.3K	﹤0.01%	638
2022 Q2	$71K	Sell	1,315 -50	-4%	-$2.94K	0.02%	388
2022 Q1	$94K	Buy	1,365 +125	+10%	+$8.58K	0.03%	368
2021 Q4	$99K	Sell	1,240 -20	-2%	-$1.67K	0.03%	346
2021 Q3	$101K	Sell	1,260 -25	-2%	-$2.04K	0.06%	235
2021 Q2	$100K	Buy	1,285 +70	+6%	+$5.08K	0.07%	217
2021 Q1	$83K	Buy	1,215 +65	+6%	+$4.61K	0.06%	217
2020 Q4	$81K	Buy	+1,150	New	+$76.2K	0.06%	206

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

Benjamin Edwards Inc's IGV Position: Q1 2026 in Review

Benjamin Edwards Inc sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 5,873 shares — an estimated $621K sold.

Benjamin Edwards Inc first reported a position in IGV in Q4 2020 and held it in 15 quarters. The position peaked at $1.93M in Q4 2024. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Benjamin Edwards Inc reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Benjamin Edwards Inc sold 5,873 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $621K.
Benjamin Edwards Inc first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 15 quarters.
Benjamin Edwards Inc's iShares Expanded Tech-Software Sector ETF position peaked at $1.93M in Q4 2024.
765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.