Cary Street Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cary Street Partners’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	$239K	Buy	+2,638	New	+$235K	0.01%	865
2025 Q4	–	Sell	-10,929	Closed	-$1.26M	–	993
2025 Q3	$1.26M	Buy	+10,929	New	+$1.21M	0.03%	389

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

Cary Street Partners's IGV Position: Q2 2026 in Review

Cary Street Partners opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,638 shares worth $239K. The stake represents 0.01% of the portfolio and ranks #865 among its holdings. This is a return to the name: Cary Street Partners previously reported a position in IGV as recently as Q3 2025.

Cary Street Partners first reported a position in IGV in Q3 2025 and has held it in 2 quarters since. The position peaked at $1.26M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Cary Street Partners held 2,638 shares of iShares Expanded Tech-Software Sector ETF worth $239K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Cary Street Partners position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #865 holding.
Cary Street Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 2 quarters since.
Cary Street Partners's iShares Expanded Tech-Software Sector ETF position peaked at $1.26M in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.