Corient Private Wealth
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Corient Private Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Corient Private Wealth’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 		$28.6M Sell
315,542
-27,859
-8% -$2.48M 0.04% 329
2026
Q1 		$27.5M Sell
343,401
-109,769
-24% -$9.72M 0.04% 336
2025
Q4 		$47.9M Buy
453,170
+13,203
+3% +$1.45M 0.07% 247
2025
Q3 		$50.6M Buy
439,967
+322,127
+273% +$35.7M 0.08% 230
2025
Q2 		$12.9M Sell
117,840
-117,084
-50% -$11.6M 0.02% 463
2025
Q1 		$20.9M Buy
234,924
+119,789
+104% +$11.8M 0.03% 382
2024
Q4 		$11.5M Buy
115,135
+4,669
+4% +$463K 0.02% 484
2024
Q3 		$9.87M Buy
110,466
+1,806
+2% +$155K 0.02% 568
2024
Q2 		$9.44M Sell
108,660
-623
-0.6% -$51.2K 0.02% 545
2024
Q1 		$9.32M Buy
109,283
+1,868
+2% +$158K 0.02% 538
2023
Q4 		$8.71M Sell
107,415
-435
-0.4% -$32.2K 0.02% 548
2023
Q3 		$7.36M Buy
107,850
+310
+0.3% +$21.7K 0.02% 550
2023
Q2 		$7.44M Sell
107,540
-3,620
-3% -$227K 0.02% 531
2023
Q1 		$6.77M Sell
111,160
-1,785
-2% -$100K 0.02% 510
2022
Q4 		$5.78M Buy
+112,945
New +$5.85M 0.02% 464

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

Corient Private Wealth's IGV Position: Q2 2026 in Review

Corient Private Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.1% in Q2 2026, selling an estimated $2.48M and leaving 315,542 shares worth $28.6M. The position accounts for 0.04% of the portfolio, ranked #329.

Corient Private Wealth first reported a position in IGV in Q4 2022 and has held it in 15 quarters since. The position peaked at $50.6M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Corient Private Wealth held 315,542 shares of iShares Expanded Tech-Software Sector ETF worth $28.6M as of Q2 2026.
  • Corient Private Wealth sold 27,859 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $2.48M.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #329 holding.
  • Corient Private Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $50.6M in Q3 2025.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.