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 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%	+$2.27K	﹤0.01%	2028
2025 Q1	$1.33K	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

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

Blue Trust Inc's IGV Position: Q2 2026 in Review

Blue Trust Inc sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 23 shares — an estimated $1.84K sold.

Blue Trust Inc first reported a position in IGV in Q2 2022 and held it in 14 quarters. The position peaked at $30K in Q3 2024. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Blue Trust Inc reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Blue Trust Inc sold 23 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.84K.
Blue Trust Inc first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and held it in 14 quarters.
Blue Trust Inc's iShares Expanded Tech-Software Sector ETF position peaked at $30K in Q3 2024.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.