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
Q1 		$27.5M Sell
343,401
-562,844
-62% -$49.8M 0.04% 336
2025
Q4 		$95.8M Buy
906,245
+466,278
+106% +$51.3M 0.06% 253
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 $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return