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Ebert Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ebert Capital Management’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 		$2.24M Sell
24,694
-2,698
-10% -$240K 2.1% 12
2026
Q1 		$2.19M Sell
27,392
-6,117
-18% -$541K 2.24% 11
2025
Q4 		$3.03M Buy
+33,509
New +$3.68M 2.93% 9

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

Ebert Capital Management's IGV Position: Q2 2026 in Review

Ebert Capital Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 9.8% in Q2 2026, selling an estimated $240K and leaving 24,694 shares worth $2.24M. The position accounts for 2.1% of the portfolio, ranked #12.

Ebert Capital Management first reported a position in IGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.03M in Q4 2025. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Ebert Capital Management held 24,694 shares of iShares Expanded Tech-Software Sector ETF worth $2.24M as of Q2 2026.
  • Ebert Capital Management sold 2,698 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $240K.
  • iShares Expanded Tech-Software Sector ETF made up 2.1% of Ebert Capital Management's portfolio in Q2 2026, its #12 holding.
  • Ebert Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • Ebert Capital Management's iShares Expanded Tech-Software Sector ETF position peaked at $3.03M in Q4 2025.
  • 880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Ebert Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.