Empirical Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Empirical Asset 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	$1.45M	Sell	15,950 -256	-2%	-$22.8K	0.33%	87
2026 Q1	$1.3M	Buy	16,206 +100	+0.6%	+$8.85K	0.34%	78
2025 Q4	$1.7M	Buy	16,106 +123	+0.8%	+$13.5K	0.48%	52
2025 Q3	$1.84M	Sell	15,983 -47	-0.3%	-$5.2K	0.51%	35
2025 Q2	$1.76M	Buy	16,030 +11	+0.1%	+$1.09K	0.54%	39
2025 Q1	$1.43M	Buy	16,019 +19	+0.1%	+$1.88K	0.49%	51
2024 Q4	$1.6M	Sell	16,000 -100	-0.6%	-$9.91K	0.53%	41
2024 Q3	$1.44M	Sell	16,100 -375	-2%	-$32.1K	0.51%	47
2024 Q2	$1.43M	Sell	16,475 -375	-2%	-$30.8K	0.54%	36
2024 Q1	$1.44M	Buy	+16,850	New	+$1.42M	0.69%	33

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

Empirical Asset Management's IGV Position: Q2 2026 in Review

Empirical Asset Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.6% in Q2 2026, selling an estimated $22.8K and leaving 15,950 shares worth $1.45M. The position accounts for 0.33% of the portfolio, ranked #87.

Empirical Asset Management first reported a position in IGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.84M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Empirical Asset Management held 15,950 shares of iShares Expanded Tech-Software Sector ETF worth $1.45M as of Q2 2026.
Empirical Asset Management sold 256 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $22.8K.
iShares Expanded Tech-Software Sector ETF made up 0.33% of Empirical Asset Management's portfolio in Q2 2026, its #87 holding.
Empirical Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 10 quarters since.
Empirical Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.84M in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.