Greenwood Capital Associates’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Greenwood Capital Associates’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	-2,065	Closed	-$218K	–	301
2025 Q4	$218K	Hold	2,065	–	–	0.02%	253
2025 Q3	$237K	Sell	2,065 -109	-5%	-$12.1K	0.03%	250
2025 Q2	$238K	Sell	2,174 -289	-12%	-$28.6K	0.03%	237
2025 Q1	$219K	Sell	2,463 -2,271	-48%	-$224K	0.03%	227
2024 Q4	$474K	Sell	4,734 -1,023	-18%	-$101K	0.06%	191
2024 Q3	$515K	Sell	5,757 -295	-5%	-$25.3K	0.07%	180
2024 Q2	$526K	Sell	6,052 -461	-7%	-$37.9K	0.07%	181
2024 Q1	$555K	Sell	6,513 -3,817	-37%	-$322K	0.07%	184
2023 Q4	$838K	Buy	10,330 +520	+5%	+$38.5K	0.11%	144
2023 Q3	$670K	Buy	9,810 +890	+10%	+$62.4K	0.1%	165
2023 Q2	$617K	Buy	+8,920	New	+$560K	0.09%	176
2021 Q3	–	Sell	-6,475	Closed	-$506K	–	213
2021 Q2	$506K	Buy	+6,475	New	+$469K	0.08%	181

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Greenwood Capital Associates's IGV Position: Q1 2026 in Review

Greenwood Capital Associates sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 2,065 shares — an estimated $218K sold.

Greenwood Capital Associates first reported a position in IGV in Q2 2021 and held it in 12 quarters. The position peaked at $838K in Q4 2023. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Greenwood Capital Associates reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Greenwood Capital Associates sold 2,065 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $218K.
Greenwood Capital Associates first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and held it in 12 quarters.
Greenwood Capital Associates's iShares Expanded Tech-Software Sector ETF position peaked at $838K in Q4 2023.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Greenwood Capital Associates's 13F filing for Q1 2026, filed 29 Apr 2026.