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Edmond de Rothschild Holding’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Edmond de Rothschild Holding’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 		$143K Sell
1,574
-6,000
-79% -$533K ﹤0.01% 463
2026
Q1 		$606K Buy
+7,574
New +$670K 0.01% 315
2024
Q2 		– Sell
-13,911
Closed -$1.19M – 688
2024
Q1 		$1.19M Buy
13,911
+3,741
+37% +$316K 0.02% 292
2023
Q4 		$825K Hold
10,170
– – 0.01% 321
2023
Q3 		$694K Sell
10,170
-20
-0.2% -$1.4K 0.01% 336
2023
Q2 		$705K Sell
10,190
-3,035
-23% -$191K 0.01% 357
2023
Q1 		$806K Buy
13,225
+6,120
+86% +$343K 0.02% 346
2022
Q4 		$364K Sell
7,105
-6,855
-49% -$355K 0.01% 403
2022
Q3 		$698K Sell
13,960
-150
-1% -$8.53K 0.02% 349
2022
Q2 		$761K Sell
14,110
-75
-0.5% -$4.41K 0.02% 356
2022
Q1 		$979K Buy
14,185
+1,315
+10% +$90.3K 0.02% 336
2021
Q4 		$1.02M Buy
12,870
+12,580
+4,338% +$1.05M 0.02% 364
2021
Q3 		$23K Buy
290
+225
+346% +$18.4K ﹤0.01% 740
2021
Q2 		$5K Sell
65
-325
-83% -$23.6K ﹤0.01% 779
2021
Q1 		$27K Sell
390
-7,055
-95% -$500K ﹤0.01% 655
2020
Q4 		$527K Buy
7,445
+520
+8% +$34.5K 0.02% 343
2020
Q3 		$431K Buy
6,925
+6,860
+10,554% +$412K 0.02% 327
2020
Q2 		$4K Buy
+65
New +$3.26K ﹤0.01% 602

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

Edmond de Rothschild Holding's IGV Position: Q2 2026 in Review

Edmond de Rothschild Holding reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 79% in Q2 2026, selling an estimated $533K and leaving 1,574 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #463.

Edmond de Rothschild Holding first reported a position in IGV in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.19M in Q1 2024. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Edmond de Rothschild Holding held 1,574 shares of iShares Expanded Tech-Software Sector ETF worth $143K as of Q2 2026.
  • Edmond de Rothschild Holding sold 6,000 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $533K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #463 holding.
  • Edmond de Rothschild Holding first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 18 quarters since.
  • Edmond de Rothschild Holding's iShares Expanded Tech-Software Sector ETF position peaked at $1.19M in Q1 2024.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.