Coordinated Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Coordinated Financial Services’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	$288K	Buy	+3,600	New	+$319K	0.17%	147

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Coordinated Financial Services's IGV Position: Q1 2026 in Review

Coordinated Financial Services opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026: 3,600 shares worth $288K. The stake represents 0.17% of the portfolio and ranks #147 among its holdings.

762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Coordinated Financial Services held 3,600 shares of iShares Expanded Tech-Software Sector ETF worth $288K as of Q1 2026.
iShares Expanded Tech-Software Sector ETF was a new Coordinated Financial Services position in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up 0.17% of Coordinated Financial Services's portfolio in Q1 2026, its #147 holding.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.