Blue Trust Inc
IGV icon

Blue Trust Inc’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Blue Trust 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
Q3 		$5.53K Buy
+52
New +$5.21K ﹤0.01% 1832
2026
Q2 		– Sell
-23
Closed -$1.84K – 2552
2026
Q1 		$1.84K Hold
23
– – ﹤0.01% 2154
2025
Q4 		$2.43K Sell
23
-55
-71% -$6.05K ﹤0.01% 2118
2025
Q3 		$8.97K Buy
78
+40
+105% +$4.43K ﹤0.01% 1878
2025
Q2 		$4.16K Buy
38
+23
+153% +$2.28K ﹤0.01% 2028
2025
Q1 		$1.34K Hold
15
– – ﹤0.01% 2259
2024
Q4 		$1.5K Sell
15
-330
-96% -$32.7K ﹤0.01% 2237
2024
Q3 		$30K Buy
345
+295
+590% +$25.3K ﹤0.01% 1785
2024
Q2 		$4.26K Hold
50
– – ﹤0.01% 2248
2024
Q1 		$4.26K Buy
50
+40
+400% +$3.38K ﹤0.01% 1669
2023
Q4 		$1K Buy
+10
New +$740 ﹤0.01% 2339
2023
Q2 		– Sell
-220
Closed -$11K – 2264
2023
Q1 		$11K Hold
220
– – ﹤0.01% 1565
2022
Q4 		$11K Hold
220
– – ﹤0.01% 1508
2022
Q3 		$12K Hold
220
– – ﹤0.01% 1274
2022
Q2 		$15K Buy
+220
New +$12.9K ﹤0.01% 1064

Other funds holding IGV

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
SP Asset Management
SP Asset Management Cupertino, California $1.3B AUM 20.98% 1-Year Est. Return

Blue Trust Inc's IGV Position: Q3 2026 in Review

Blue Trust Inc opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q3 2026: 52 shares worth $5.53K. The stake represents ﹤0.01% of the portfolio and ranks #1832 among its holdings. This is a return to the name: Blue Trust Inc previously reported a position in IGV as recently as Q1 2026.

Blue Trust Inc first reported a position in IGV in Q2 2022 and has held it in 15 quarters since. The position peaked at $30K in Q3 2024. 543 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

  • Blue Trust Inc held 52 shares of iShares Expanded Tech-Software Sector ETF worth $5.53K as of Q3 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Blue Trust Inc position in Q3 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1832 holding.
  • Blue Trust Inc first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and has held it in 15 quarters since.
  • Blue Trust Inc's iShares Expanded Tech-Software Sector ETF position peaked at $30K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.