Biltmore Family Office’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Biltmore Family Office’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 Q2	$58.3K	Buy	644 +75	+13%	+$6.67K	0.01%	281
2026 Q1	$45.5K	Buy	569 +444	+355%	+$39.3K	0.01%	274
2025 Q4	$13.2K	Hold	125	–	–	﹤0.01%	300
2025 Q3	$14.4K	Hold	125	–	–	﹤0.01%	266
2025 Q2	$13.7K	Hold	125	–	–	﹤0.01%	262
2025 Q1	$11.1K	Buy	+125	New	+$12.3K	﹤0.01%	256

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Biltmore Family Office's IGV Position: Q2 2026 in Review

Biltmore Family Office increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 13% in Q2 2026, buying an estimated $6.67K and bringing the position to 644 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #281.

Biltmore Family Office first reported a position in IGV in Q1 2025 and has held it in 6 quarters since. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Biltmore Family Office held 644 shares of iShares Expanded Tech-Software Sector ETF worth $58.3K as of Q2 2026.
Biltmore Family Office bought 75 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $6.67K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Biltmore Family Office's portfolio in Q2 2026, its #281 holding.
Biltmore Family Office first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 6 quarters since.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.