Envestnet Asset Management
IGV icon

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

Envestnet 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 		$53.5M Buy
668,393
+452,500
+210% +$40.1M 0.01% 768
2025
Q4 		$22.8M Sell
215,893
-116,620
-35% -$12.8M 0.01% 1127
2025
Q3 		$38.2M Sell
332,513
-2,818,584
-89% -$312M 0.01% 893
2025
Q2 		$345M Buy
3,151,097
+328,089
+12% +$32.4M 0.1% 178
2025
Q1 		$251M Buy
2,823,008
+1,618,641
+134% +$160M 0.08% 234
2024
Q4 		$121M Buy
1,204,367
+996,271
+479% +$98.7M 0.04% 412
2024
Q3 		$18.6M Sell
208,096
-19,793
-9% -$1.7M 0.01% 1227
2024
Q2 		$19.8M Buy
227,889
+9,071
+4% +$745K 0.01% 1135
2024
Q1 		$18.7M Sell
218,818
-128,012
-37% -$10.8M 0.01% 1154
2023
Q4 		$28.1M Buy
346,830
+7,330
+2% +$542K 0.01% 857
2023
Q3 		$23.2M Buy
339,500
+94,525
+39% +$6.63M 0.01% 898
2023
Q2 		$16.9M Sell
244,975
-185
-0.1% -$11.6K 0.01% 1011
2023
Q1 		$14.9M Buy
245,160
+26,895
+12% +$1.51M 0.01% 1043
2022
Q4 		$11.2M Sell
218,265
-98,020
-31% -$5.08M 0.01% 1132
2022
Q3 		$15.8M Sell
316,285
-37,360
-11% -$2.12M 0.01% 897
2022
Q2 		$19.1M Sell
353,645
-146,530
-29% -$8.61M 0.01% 808
2022
Q1 		$34.5M Buy
500,175
+18,810
+4% +$1.29M 0.02% 618
2021
Q4 		$38.3M Buy
481,365
+42,890
+10% +$3.58M 0.02% 584
2021
Q3 		$35M Buy
438,475
+87,185
+25% +$7.12M 0.02% 577
2021
Q2 		$27.4M Buy
351,290
+108,125
+44% +$7.84M 0.02% 665
2021
Q1 		$16.6M Sell
243,165
-28,005
-10% -$1.99M 0.01% 797
2020
Q4 		$19.2M Buy
271,170
+3,715
+1% +$246K 0.01% 632
2020
Q3 		$16.6M Buy
267,455
+35,245
+15% +$2.12M 0.01% 612
2020
Q2 		$13.2M Buy
232,210
+2,965
+1% +$149K 0.01% 672
2020
Q1 		$9.64M Buy
229,245
+18,150
+9% +$858K 0.01% 698
2019
Q4 		$9.84M Buy
211,095
+17,295
+9% +$767K 0.01% 814
2019
Q3 		$8.21M Buy
193,800
+6,290
+3% +$275K 0.01% 840
2019
Q2 		$8.19M Sell
187,510
-165,665
-47% -$7.1M 0.01% 813
2019
Q1 		$14.9M Buy
353,175
+128,490
+57% +$5.07M 0.02% 541
2018
Q4 		$7.8M Sell
224,685
-133,165
-37% -$4.83M 0.01% 696
2018
Q3 		$14.7M Sell
357,850
-84,975
-19% -$3.33M 0.03% 238
2018
Q2 		$16.2M Buy
442,825
+322,965
+269% +$11.6M 0.04% 225
2018
Q1 		$4.19M Sell
119,860
-314,150
-72% -$10.6M 0.01% 446
2017
Q4 		$13.4M Buy
434,010
+2,105
+0.5% +$64.8K 0.03% 324
2017
Q3 		$12.6M Buy
431,905
+360,165
+502% +$10.3M 0.03% 325
2017
Q2 		$1.96M Sell
71,740
-10,905
-13% -$292K 0.01% 928
2017
Q1 		$2.09M Sell
82,645
-6,650
-7% -$160K 0.01% 920
2016
Q4 		$1.94M Sell
89,295
-22,540
-20% -$504K 0.01% 931
2016
Q3 		$2.54M Sell
111,835
-8,785
-7% -$195K 0.01% 839
2016
Q2 		$2.54M Buy
120,620
+28,655
+31% +$590K 0.01% 911
2016
Q1 		$1.85M Sell
91,965
-235
-0.3% -$4.45K 0.01% 1028
2015
Q4 		$1.91M Buy
92,200
+17,225
+23% +$355K 0.01% 991
2015
Q3 		$1.42M Buy
74,975
+16,475
+28% +$326K 0.01% 1102
2015
Q2 		$1.16M Sell
58,500
-432,985
-88% -$8.69M 0.01% 1328
2015
Q1 		$9.45M Buy
491,485
+475,990
+3,072% +$8.97M 0.05% 371
2014
Q4 		$288K Sell
15,495
-138,120
-90% -$2.47M ﹤0.01% 886
2014
Q3 		$2.66M Buy
153,615
+153,035
+26,385% +$2.65M 0.03% 341
2014
Q2 		$10K Sell
580
-127,350
-100% -$2.07M ﹤0.01% 2032
2014
Q1 		$2.13M Buy
127,930
+127,350
+21,957% +$2.14M 0.02% 311
2013
Q4 		$10K Sell
580
-75
-11% -$1.17K ﹤0.01% 1741
2013
Q3 		$10K Hold
655
– – ﹤0.01% 1704
2013
Q2 		$9K Buy
+655
New +$8.98K ﹤0.01% 1700

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

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

Envestnet Asset Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 210% in Q1 2026, buying an estimated $40.1M and bringing the position to 668,393 shares worth $53.5M. The position accounts for 0.01% of the portfolio, ranked #768.

Envestnet Asset Management first reported a position in IGV in Q2 2013 and has held it in 52 quarters since. The position peaked at $345M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Envestnet Asset Management held 668,393 shares of iShares Expanded Tech-Software Sector ETF worth $53.5M as of Q1 2026.
  • Envestnet Asset Management bought 452,500 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $40.1M.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #768 holding.
  • Envestnet Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $345M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.