Great Diamond Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Great Diamond Partners’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	–	Sell	-23,365	Closed	-$2.47M	–	241
2025 Q4	$2.47M	Buy	23,365 +277	+1%	+$30.4K	0.48%	65
2025 Q3	$2.66M	Sell	23,088 -24	-0.1%	-$2.66K	0.52%	54
2025 Q2	$2.53M	Buy	23,112 +619	+3%	+$61.2K	0.53%	51
2025 Q1	$2M	Buy	22,493 +319	+1%	+$31.5K	0.55%	56
2024 Q4	$2.22M	Sell	22,174 -118	-0.5%	-$11.7K	0.57%	52
2024 Q3	$1.99M	Buy	22,292 +212	+1%	+$18.2K	0.51%	58
2024 Q2	$1.92M	Buy	22,080 +2,006	+10%	+$165K	0.45%	59
2024 Q1	$1.71M	Buy	20,074 +444	+2%	+$37.5K	0.39%	70
2023 Q4	$1.59M	Buy	+19,630	New	+$1.45M	0.39%	68
2022 Q1	–	Sell	-14,185	Closed	-$1.13M	–	221
2021 Q4	$1.13M	Buy	+14,185	New	+$1.18M	0.29%	78
2021 Q1	–	Sell	-9,190	Closed	-$650K	–	199
2020 Q4	$650K	Buy	9,190 +1,000	+12%	+$66.3K	0.21%	89
2020 Q3	$509K	Buy	8,190 +1,090	+15%	+$65.5K	0.19%	88
2020 Q2	$403K	Buy	7,100 +935	+15%	+$46.9K	0.17%	96
2020 Q1	$259K	Sell	6,165 -895	-13%	-$42.3K	0.13%	104
2019 Q4	$329K	Buy	+7,060	New	+$313K	0.13%	106

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

Great Diamond Partners's IGV Position: Q1 2026 in Review

Great Diamond Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 23,365 shares — an estimated $2.47M sold.

Great Diamond Partners first reported a position in IGV in Q4 2019 and held it in 15 quarters. The position peaked at $2.66M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Great Diamond Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Great Diamond Partners sold 23,365 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $2.47M.
Great Diamond Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 15 quarters.
Great Diamond Partners's iShares Expanded Tech-Software Sector ETF position peaked at $2.66M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Great Diamond Partners's 13F filing for Q1 2026, filed 12 May 2026.