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EPG Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

EPG Wealth 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 		$5.28K Hold
66
– – ﹤0.01% 299
2025
Q4 		$6.98K Hold
66
– – ﹤0.01% 287
2025
Q3 		$7.59K Hold
66
– – ﹤0.01% 287
2025
Q2 		$7.23K Buy
+66
New +$6.53K ﹤0.01% 280
2020
Q2 		– Sell
-145
Closed -$6K – 432
2020
Q1 		$6K Buy
+145
New +$6.86K ﹤0.01% 564

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

EPG Wealth Management's IGV Position: Q1 2026 in Review

EPG Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 66 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

EPG Wealth Management first reported a position in IGV in Q1 2020 and has held it in 5 quarters since. The position peaked at $7.59K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • EPG Wealth Management held 66 shares of iShares Expanded Tech-Software Sector ETF worth $5.28K as of Q1 2026.
  • EPG Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q1 2026, its #299 holding.
  • EPG Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 5 quarters since.
  • EPG Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $7.59K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.