Cerity Partners
IGV icon

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

Cerity 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 		$12.1M Buy
133,682
+33,930
+34% +$3.02M 0.01% 667
2026
Q1 		$7.99M Buy
99,752
+64,796
+185% +$5.74M 0.01% 802
2025
Q4 		$3.69M Buy
34,956
+4,985
+17% +$548K 0.01% 1066
2025
Q3 		$3.45M Sell
29,971
-205
-0.7% -$22.7K 0.01% 1034
2025
Q2 		$3.3M Buy
30,176
+10,005
+50% +$989K 0.01% 996
2025
Q1 		$1.8M Buy
20,171
+341
+2% +$33.7K ﹤0.01% 1173
2024
Q4 		$1.99M Buy
19,830
+4,101
+26% +$406K ﹤0.01% 1109
2024
Q3 		$1.41M Sell
15,729
-2,600
-14% -$223K ﹤0.01% 1256
2024
Q2 		$1.59M Buy
18,329
+1,504
+9% +$124K ﹤0.01% 1019
2024
Q1 		$1.43M Sell
16,825
-135
-0.8% -$11.4K ﹤0.01% 1118
2023
Q4 		$1.38M Buy
16,960
+6,995
+70% +$518K ﹤0.01% 884
2023
Q3 		$680K Sell
9,965
-10,290
-51% -$722K ﹤0.01% 865
2023
Q2 		$1.4M Sell
20,255
-890
-4% -$55.9K 0.01% 822
2023
Q1 		$1.29M Sell
21,145
-11,795
-36% -$661K ﹤0.01% 875
2022
Q4 		$1.69M Buy
32,940
+18,795
+133% +$974K 0.01% 557
2022
Q3 		$708K Sell
14,145
-1,425
-9% -$81K 0.01% 596
2022
Q2 		$839K Sell
15,570
-190
-1% -$11.2K 0.01% 597
2022
Q1 		$1.09M Sell
15,760
-525
-3% -$36.1K 0.02% 431
2021
Q4 		$1.29M Buy
16,285
+3,000
+23% +$251K 0.02% 392
2021
Q3 		$1.06M Buy
13,285
+5,500
+71% +$449K 0.02% 352
2021
Q2 		$607K Buy
7,785
+1,275
+20% +$92.4K 0.01% 438
2021
Q1 		$445K Sell
6,510
-1,340
-17% -$95K 0.01% 475
2020
Q4 		$556K Buy
7,850
+3,085
+65% +$204K 0.02% 394
2020
Q3 		$297K Sell
4,765
-1,220
-20% -$73.3K 0.01% 409
2020
Q2 		$340K Buy
5,985
+225
+4% +$11.3K 0.02% 334
2020
Q1 		$242K Sell
5,760
-8,370
-59% -$396K 0.02% 383
2019
Q4 		$658K Buy
+14,130
New +$626K 0.03% 296
2019
Q3 		– Sell
-13,745
Closed -$601K – 490
2019
Q2 		$601K Buy
+13,745
New +$589K 0.04% 297

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners's IGV Position: Q2 2026 in Review

Cerity Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 34% in Q2 2026, buying an estimated $3.02M and bringing the position to 133,682 shares worth $12.1M. The position accounts for 0.01% of the portfolio, ranked #667.

Cerity Partners first reported a position in IGV in Q2 2019 and has held it in 28 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Cerity Partners held 133,682 shares of iShares Expanded Tech-Software Sector ETF worth $12.1M as of Q2 2026.
  • Cerity Partners bought 33,930 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $3.02M.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Cerity Partners's portfolio in Q2 2026, its #667 holding.
  • Cerity Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 28 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.