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 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 $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Empirical Asset Management's IGV Position: Q1 2026 in Review

Empirical Asset Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.62% in Q1 2026, buying an estimated $8.85K and bringing the position to 16,206 shares worth $1.3M. The position accounts for 0.34% of the portfolio, ranked #78.

Empirical Asset Management first reported a position in IGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.84M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Empirical Asset Management held 16,206 shares of iShares Expanded Tech-Software Sector ETF worth $1.3M as of Q1 2026.
Empirical Asset Management bought 100 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $8.85K.
iShares Expanded Tech-Software Sector ETF made up 0.34% of Empirical Asset Management's portfolio in Q1 2026, its #78 holding.
Empirical Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 9 quarters since.
Empirical Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.84M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.