Fourth Dimension Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Fourth Dimension Wealth’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	$37.4K	Sell	467 -215	-32%	-$19K	0.01%	255
2025 Q4	$72.1K	Hold	682	–	–	0.03%	204
2025 Q3	$78.4K	Hold	682	–	–	0.03%	186
2025 Q2	$74.7K	Sell	682 -357	-34%	-$35.3K	0.03%	189
2025 Q1	$92.5K	Hold	1,039	–	–	0.04%	173
2024 Q4	$104K	Buy	+1,039	New	+$103K	0.05%	150

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

Fourth Dimension Wealth's IGV Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 32% in Q1 2026, selling an estimated $19K and leaving 467 shares worth $37.4K. The position accounts for 0.01% of the portfolio, ranked #255.

Fourth Dimension Wealth first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $104K in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Fourth Dimension Wealth held 467 shares of iShares Expanded Tech-Software Sector ETF worth $37.4K as of Q1 2026.
Fourth Dimension Wealth sold 215 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $19K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q1 2026, its #255 holding.
Fourth Dimension Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $104K in Q4 2024.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.