Bramshill Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Bramshill Investments’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	$560K	Sell	7,000 -10,500	-60%	-$929K	0.05%	125
2025 Q4	$1.85M	Buy	17,500 +9,000	+106%	+$989K	0.1%	31
2025 Q3	$978K	Sell	8,500 -500	-6%	-$55.3K	0.07%	60
2025 Q2	$986K	Sell	9,000 -1,000	-10%	-$98.9K	0.1%	61
2025 Q1	$890K	Buy	+10,000	New	+$988K	0.09%	65

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Bramshill Investments's IGV Position: Q1 2026 in Review

Bramshill Investments reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 60% in Q1 2026, selling an estimated $929K and leaving 7,000 shares worth $560K. The position accounts for 0.05% of the portfolio, ranked #125.

Bramshill Investments first reported a position in IGV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.85M in Q4 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Bramshill Investments held 7,000 shares of iShares Expanded Tech-Software Sector ETF worth $560K as of Q1 2026.
Bramshill Investments sold 10,500 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $929K.
iShares Expanded Tech-Software Sector ETF made up 0.05% of Bramshill Investments's portfolio in Q1 2026, its #125 holding.
Bramshill Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 5 quarters since.
Bramshill Investments's iShares Expanded Tech-Software Sector ETF position peaked at $1.85M in Q4 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.