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Crestwood Advisors Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Crestwood Advisors Group’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 		$5.83M Buy
64,378
+5,904
+10% +$525K 0.09% 141
2026
Q1 		$4.68M Sell
58,474
-109,560
-65% -$9.7M 0.08% 148
2025
Q4 		$17.8M Sell
168,034
-1,445
-0.9% -$159K 0.3% 74
2025
Q3 		$19.5M Sell
169,479
-18,296
-10% -$2.03M 0.33% 73
2025
Q2 		$20.6M Sell
187,775
-1,860
-1% -$184K 0.37% 72
2025
Q1 		$16.9M Sell
189,635
-3,961
-2% -$391K 0.32% 76
2024
Q4 		$19.4M Sell
193,596
-970
-0.5% -$96.1K 0.36% 71
2024
Q3 		$17.4M Sell
194,566
-22,366
-10% -$1.92M 0.33% 73
2024
Q2 		$18.9M Sell
216,932
-4,746
-2% -$390K 0.39% 70
2024
Q1 		$18.9M Sell
221,678
-1,587
-0.7% -$134K 0.41% 69
2023
Q4 		$18.1M Sell
223,265
-3,690
-2% -$273K 0.42% 66
2023
Q3 		$15.5M Sell
226,955
-3,500
-2% -$246K 0.41% 66
2023
Q2 		$15.9M Sell
230,455
-1,480
-0.6% -$92.9K 0.5% 54
2023
Q1 		$14.1M Sell
231,935
-32,830
-12% -$1.84M 0.47% 61
2022
Q4 		$13.5M Buy
264,765
+199,485
+306% +$10.3M 0.46% 62
2022
Q3 		$3.27M Buy
+65,280
New +$3.71M 0.12% 99
2020
Q2 		– Sell
-36,225
Closed -$1.52M – 242
2020
Q1 		$1.52M Buy
36,225
+30,975
+590% +$1.46M 0.08% 104
2019
Q4 		$245K Sell
5,250
-375
-7% -$16.6K 0.01% 230
2019
Q3 		$238K Buy
5,625
+25
+0.4% +$1.09K 0.01% 223
2019
Q2 		$245K Buy
+5,600
New +$240K 0.01% 212

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

Crestwood Advisors Group's IGV Position: Q2 2026 in Review

Crestwood Advisors Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 10% in Q2 2026, buying an estimated $525K and bringing the position to 64,378 shares worth $5.83M. The position accounts for 0.09% of the portfolio, ranked #141.

Crestwood Advisors Group first reported a position in IGV in Q2 2019 and has held it in 20 quarters since. The position peaked at $20.6M in Q2 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Crestwood Advisors Group held 64,378 shares of iShares Expanded Tech-Software Sector ETF worth $5.83M as of Q2 2026.
  • Crestwood Advisors Group bought 5,904 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $525K.
  • iShares Expanded Tech-Software Sector ETF made up 0.09% of Crestwood Advisors Group's portfolio in Q2 2026, its #141 holding.
  • Crestwood Advisors Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and has held it in 20 quarters since.
  • Crestwood Advisors Group's iShares Expanded Tech-Software Sector ETF position peaked at $20.6M in Q2 2025.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.