Edgestream Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Edgestream Partners’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	$463K	Buy	+5,109	New	+$454K	0.01%	808
2026 Q1	–	Sell	-2,500	Closed	-$264K	–	979
2025 Q4	$264K	Sell	2,500 -2,720	-52%	-$299K	0.01%	899
2025 Q3	$600K	Sell	5,220 -4,014	-43%	-$444K	0.02%	704
2025 Q2	$1.01M	Buy	+9,234	New	+$913K	0.03%	639
2024 Q4	–	Sell	-3,559	Closed	-$318K	–	960
2024 Q3	$318K	Buy	+3,559	New	+$305K	0.01%	761
2024 Q1	–	Sell	-4,630	Closed	-$376K	–	909
2023 Q4	$376K	Sell	4,630 -8,190	-64%	-$606K	0.03%	670
2023 Q3	$875K	Sell	12,820 -2,420	-16%	-$170K	0.07%	440
2023 Q2	$1.05M	Buy	+15,240	New	+$957K	0.1%	345

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Edgestream Partners's IGV Position: Q2 2026 in Review

Edgestream Partners opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 5,109 shares worth $463K. The stake represents 0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in IGV as recently as Q4 2025.

Edgestream Partners first reported a position in IGV in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.05M in Q2 2023. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Edgestream Partners held 5,109 shares of iShares Expanded Tech-Software Sector ETF worth $463K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Edgestream Partners position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #808 holding.
Edgestream Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 8 quarters since.
Edgestream Partners's iShares Expanded Tech-Software Sector ETF position peaked at $1.05M in Q2 2023.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.