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

Ceera 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	$268K	Hold	3,350	–	–	0.12%	78
2025 Q4	$354K	Hold	3,350	–	–	0.14%	67
2025 Q3	$385K	Buy	3,350 +295	+10%	+$32.7K	0.12%	87
2025 Q2	$335K	Hold	3,055	–	–	0.1%	90
2025 Q1	$272K	Hold	3,055	–	–	0.09%	86
2024 Q4	$306K	Hold	3,055	–	–	0.11%	80
2024 Q3	$273K	Hold	3,055	–	–	0.1%	89
2024 Q2	$265K	Hold	3,055	–	–	0.11%	83
2024 Q1	$261K	Hold	3,055	–	–	0.11%	81
2023 Q4	$248K	Hold	3,055	–	–	0.12%	76
2023 Q3	$209K	Sell	3,055 -40	-1%	-$2.81K	0.11%	76
2023 Q2	$214K	Buy	+3,095	New	+$194K	0.12%	71

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

Ceera Investments's IGV Position: Q1 2026 in Review

Ceera Investments held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 3,350 shares worth $268K. The position accounts for 0.12% of the portfolio, ranked #78.

Ceera Investments first reported a position in IGV in Q2 2023 and has held it in 12 quarters since. The position peaked at $385K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Ceera Investments held 3,350 shares of iShares Expanded Tech-Software Sector ETF worth $268K as of Q1 2026.
Ceera Investments left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up 0.12% of Ceera Investments's portfolio in Q1 2026, its #78 holding.
Ceera Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 12 quarters since.
Ceera Investments's iShares Expanded Tech-Software Sector ETF position peaked at $385K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Ceera Investments's 13F filing for Q1 2026, filed 6 May 2026.