Envestnet Portfolio Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Envestnet Portfolio Solutions’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	$2.13M	Buy	23,516 +18,401	+360%	+$1.64M	0.01%	487
2026 Q1	$409K	Sell	5,115 -2,992	-37%	-$265K	﹤0.01%	979
2025 Q4	$857K	Sell	8,107 -11,906	-59%	-$1.31M	﹤0.01%	813
2025 Q3	$2.3M	Sell	20,013 -10,224	-34%	-$1.13M	0.01%	501
2025 Q2	$3.31M	Buy	30,237 +6,979	+30%	+$690K	0.01%	445
2025 Q1	$2.07M	Buy	23,258 +1,201	+5%	+$119K	0.01%	576
2024 Q4	$2.21M	Buy	22,057 +18,068	+453%	+$1.79M	0.01%	634
2024 Q3	$356K	Sell	3,989 -719	-15%	-$61.6K	﹤0.01%	1361
2024 Q2	$409K	Sell	4,708 -1,242	-21%	-$102K	﹤0.01%	1217
2024 Q1	$507K	Sell	5,950 -1,845	-24%	-$156K	﹤0.01%	1120
2023 Q4	$632K	Sell	7,795 -895	-10%	-$66.2K	﹤0.01%	949
2023 Q3	$593K	Buy	+8,690	New	+$610K	﹤0.01%	916

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

Envestnet Portfolio Solutions's IGV Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 360% in Q2 2026, buying an estimated $1.64M and bringing the position to 23,516 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #487.

Envestnet Portfolio Solutions first reported a position in IGV in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.31M in Q2 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Envestnet Portfolio Solutions held 23,516 shares of iShares Expanded Tech-Software Sector ETF worth $2.13M as of Q2 2026.
Envestnet Portfolio Solutions bought 18,401 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.64M.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #487 holding.
Envestnet Portfolio Solutions first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's iShares Expanded Tech-Software Sector ETF position peaked at $3.31M in Q2 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.