Berkshire Capital Holdings’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Berkshire Capital Holdings’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	$801	Hold	10	–	–	﹤0.01%	81
2025 Q4	$1.06K	Hold	10	–	–	﹤0.01%	77
2025 Q3	$1.15K	Hold	10	–	–	﹤0.01%	75
2025 Q2	$1.09K	Hold	10	–	–	﹤0.01%	68
2025 Q1	$890	Hold	10	–	–	﹤0.01%	63
2024 Q4	$1K	Buy	+10	New	+$991	﹤0.01%	68

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 $871B AUM 31.28% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

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

Berkshire Capital Holdings's IGV Position: Q1 2026 in Review

Berkshire Capital Holdings held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 10 shares worth $801. The position accounts for ﹤0.01% of the portfolio, ranked #81.

Berkshire Capital Holdings first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.15K in Q3 2025. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Berkshire Capital Holdings held 10 shares of iShares Expanded Tech-Software Sector ETF worth $801 as of Q1 2026.
Berkshire Capital Holdings 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 Berkshire Capital Holdings's portfolio in Q1 2026, its #81 holding.
Berkshire Capital Holdings first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
Berkshire Capital Holdings's iShares Expanded Tech-Software Sector ETF position peaked at $1.15K in Q3 2025.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.