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Harvest Investment Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Harvest Investment Services’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 		$261K Buy
3,255
+260
+9% +$23K 0.05% 287
2025
Q4 		$317K Buy
2,995
+111
+4% +$12.2K 0.06% 258
2025
Q3 		$332K Sell
2,884
-64
-2% -$7.08K 0.07% 243
2025
Q2 		$323K Sell
2,948
-148
-5% -$14.6K 0.07% 245
2025
Q1 		$276K Buy
3,096
+158
+5% +$15.6K 0.08% 217
2024
Q4 		$294K Sell
2,938
-55
-2% -$5.45K 0.07% 217
2024
Q3 		$267K Buy
2,993
+368
+14% +$31.5K 0.09% 189
2024
Q2 		$228K Buy
2,625
+60
+2% +$4.93K 0.09% 169
2024
Q1 		$219K Buy
+2,565
New +$216K 0.09% 156
2023
Q3 		– Sell
-2,910
Closed -$201K – 166
2023
Q2 		$201K Buy
+2,910
New +$183K 0.11% 156
2022
Q2 		– Sell
-3,065
Closed -$211K – 168
2022
Q1 		$211K Buy
3,065
+150
+5% +$10.3K 0.13% 167
2021
Q4 		$231K Sell
2,915
-10
-0.3% -$835 0.1% 231
2021
Q3 		$233K Buy
+2,925
New +$239K 0.1% 247
2019
Q2 		– Sell
-6,740
Closed -$288K – 162
2019
Q1 		$288K Buy
+6,740
New +$266K 0.17% 109

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

Harvest Investment Services's IGV Position: Q1 2026 in Review

Harvest Investment Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.7% in Q1 2026, buying an estimated $23K and bringing the position to 3,255 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #287.

Harvest Investment Services first reported a position in IGV in Q1 2019 and has held it in 14 quarters since. The position peaked at $332K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Harvest Investment Services held 3,255 shares of iShares Expanded Tech-Software Sector ETF worth $261K as of Q1 2026.
  • Harvest Investment Services bought 260 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $23K.
  • iShares Expanded Tech-Software Sector ETF made up 0.05% of Harvest Investment Services's portfolio in Q1 2026, its #287 holding.
  • Harvest Investment Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and has held it in 14 quarters since.
  • Harvest Investment Services's iShares Expanded Tech-Software Sector ETF position peaked at $332K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.