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 Q2	$317K	Sell	3,500 -3,500	-50%	-$311K	0.02%	146
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 $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

Bramshill Investments's IGV Position: Q2 2026 in Review

Bramshill Investments reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 50% in Q2 2026, selling an estimated $311K and leaving 3,500 shares worth $317K. The position accounts for 0.02% of the portfolio, ranked #146.

Bramshill Investments first reported a position in IGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.85M in Q4 2025. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Bramshill Investments held 3,500 shares of iShares Expanded Tech-Software Sector ETF worth $317K as of Q2 2026.
Bramshill Investments sold 3,500 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $311K.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Bramshill Investments's portfolio in Q2 2026, its #146 holding.
Bramshill Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 6 quarters since.
Bramshill Investments's iShares Expanded Tech-Software Sector ETF position peaked at $1.85M in Q4 2025.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Bramshill Investments's 13F filing for Q2 2026, filed 14 Aug 2026.