EP Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

EP Wealth Advisors’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	$887K	Sell	11,083 -1,700	-13%	-$150K	﹤0.01%	672
2025 Q4	$1.35M	Buy	+12,783	New	+$1.41M	0.01%	532
2025 Q2	$1.13M	Buy	10,337 +465	+5%	+$46K	0.01%	535
2025 Q1	$879K	Buy	9,872 +69	+0.7%	+$6.82K	0.01%	535
2024 Q4	$981K	Sell	9,803 -936	-9%	-$92.7K	0.01%	503
2024 Q3	$960K	Buy	10,739 +3,859	+56%	+$331K	0.01%	509
2024 Q2	$598K	Sell	6,880 -260	-4%	-$21.4K	0.01%	493
2024 Q1	$609K	Sell	7,140 -1,915	-21%	-$162K	0.01%	476
2023 Q4	$735K	Sell	9,055 -1,945	-18%	-$144K	0.01%	420
2023 Q3	$751K	Sell	11,000 -67,960	-86%	-$4.77M	0.01%	384
2023 Q2	$626K	Sell	78,960 -12,017,565	-99%	-$755M	0.01%	419
2023 Q1	$122M	Buy	12,096,525 +12,086,385	+119,195%	+$677M	2.1%	6
2022 Q4	$519K	Buy	+10,140	New	+$526K	0.01%	368
2022 Q3	–	Sell	-9,130	Closed	-$492K	–	464
2022 Q2	$492K	Sell	9,130 -1,195	-12%	-$70.2K	0.01%	376
2022 Q1	$712K	Sell	10,325 -650	-6%	-$44.6K	0.02%	316
2021 Q4	$873K	Buy	10,975 +45	+0.4%	+$3.76K	0.02%	273
2021 Q3	$873K	Sell	10,930 -1,650	-13%	-$135K	0.02%	256
2021 Q2	$981K	Sell	12,580 -800	-6%	-$58K	0.03%	246
2021 Q1	$914K	Sell	13,380 -3,260	-20%	-$231K	0.03%	236
2020 Q4	$1.18M	Sell	16,640 -2,255	-12%	-$149K	0.04%	175
2020 Q3	$1.18M	Sell	18,895 -850	-4%	-$51.1K	0.05%	150
2020 Q2	$1.12M	Sell	19,745 -2,965	-13%	-$149K	0.05%	166
2020 Q1	$955K	Sell	22,710 -3,000	-12%	-$142K	0.05%	171
2019 Q4	$1.2M	Sell	25,710 -2,400	-9%	-$106K	0.05%	169
2019 Q3	$1.19M	Sell	28,110 -2,570	-8%	-$112K	0.06%	137
2019 Q2	$1.34M	Sell	30,680 -1,015	-3%	-$43.5K	0.08%	103
2019 Q1	$1.34M	Sell	31,695 -1,605	-5%	-$63.3K	0.13%	93
2018 Q4	$1.16M	Sell	33,300 -75	-0.2%	-$2.72K	0.09%	114
2018 Q3	$1.37M	Sell	33,375 -495	-1%	-$19.4K	0.11%	98
2018 Q2	$1.24M	Sell	33,870 -420	-1%	-$15.1K	0.12%	79
2018 Q1	$1.16M	Sell	34,290 -11,765	-26%	-$398K	0.11%	89
2017 Q4	$1.42M	Sell	46,055 -10,890	-19%	-$335K	0.15%	64
2017 Q3	$1.67M	Sell	56,945 -22,860	-29%	-$655K	0.19%	60
2017 Q2	$2.18M	Buy	+79,805	New	+$2.14M	0.27%	57

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

EP Wealth Advisors's IGV Position: Q1 2026 in Review

EP Wealth Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 13% in Q1 2026, selling an estimated $150K and leaving 11,083 shares worth $887K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

EP Wealth Advisors first reported a position in IGV in Q2 2017 and has held it in 34 quarters since. The position peaked at $122M in Q1 2023. 758 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

EP Wealth Advisors held 11,083 shares of iShares Expanded Tech-Software Sector ETF worth $887K as of Q1 2026.
EP Wealth Advisors sold 1,700 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $150K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #672 holding.
EP Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2017 and has held it in 34 quarters since.
EP Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $122M in Q1 2023.
758 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.