Concurrent Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Concurrent Investment Advisors’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	$1.22M	Buy	15,284 +11,686	+325%	+$1.03M	0.01%	806
2025 Q4	$380K	Buy	3,598 +128	+4%	+$14.1K	﹤0.01%	1269
2025 Q3	$399K	Sell	3,470 -30,838	-90%	-$3.41M	0.01%	1022
2025 Q2	$3.76M	Buy	34,308 +685	+2%	+$67.7K	0.07%	279
2025 Q1	$2.99M	Buy	33,623 +21,694	+182%	+$2.14M	0.07%	282
2024 Q4	$1.19M	Buy	11,929 +9,136	+327%	+$905K	0.03%	446
2024 Q3	$250K	Buy	2,793 +273	+11%	+$23.4K	0.01%	850
2024 Q2	$219K	Hold	2,520	–	–	0.01%	844
2024 Q1	$215K	Sell	2,520 -6,190	-71%	-$522K	0.01%	787
2023 Q4	$707K	Buy	+8,710	New	+$644K	0.03%	407

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

Concurrent Investment Advisors's IGV Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 325% in Q1 2026, buying an estimated $1.03M and bringing the position to 15,284 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #806.

Concurrent Investment Advisors first reported a position in IGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.76M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Concurrent Investment Advisors held 15,284 shares of iShares Expanded Tech-Software Sector ETF worth $1.22M as of Q1 2026.
Concurrent Investment Advisors bought 11,686 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.03M.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #806 holding.
Concurrent Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.76M in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.