Grimes & Company’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Grimes & Company’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 Q2	$6.61M	Buy	+72,999	New	+$6.49M	0.14%	102
2026 Q1	–	Sell	-2,925	Closed	-$309K	–	455
2025 Q4	$309K	Buy	+2,925	New	+$322K	0.01%	377
2024 Q1	–	Sell	-2,625	Closed	-$213K	–	350
2023 Q4	$213K	Buy	+2,625	New	+$194K	0.01%	300
2023 Q1	–	Sell	-94,015	Closed	-$4.81M	–	310
2022 Q4	$4.81M	Buy	+94,015	New	+$4.87M	0.2%	92

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Grimes & Company's IGV Position: Q2 2026 in Review

Grimes & Company opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 72,999 shares worth $6.61M. The stake represents 0.14% of the portfolio and ranks #102 among its holdings. This is a return to the name: Grimes & Company previously reported a position in IGV as recently as Q4 2025.

Grimes & Company first reported a position in IGV in Q4 2022 and has held it in 4 quarters since. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Grimes & Company held 72,999 shares of iShares Expanded Tech-Software Sector ETF worth $6.61M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Grimes & Company position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.14% of Grimes & Company's portfolio in Q2 2026, its #102 holding.
Grimes & Company first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 4 quarters since.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.