Horizon Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Horizon Investments’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	$2.77M	Buy	34,548 +18,385	+114%	+$1.63M	0.03%	404
2025 Q4	$1.71M	Sell	16,163 -63	-0.4%	-$6.92K	0.02%	507
2025 Q3	$1.87M	Buy	16,226 +68	+0.4%	+$7.53K	0.02%	483
2025 Q2	$1.77M	Sell	16,158 -5,401	-25%	-$534K	0.03%	418
2025 Q1	$1.92M	Sell	21,559 -3,490	-14%	-$345K	0.06%	202
2024 Q4	$2.51M	Buy	25,049 +25,046	+834,867%	+$2.48M	0.07%	163
2024 Q3	$268	Buy	+3	New	+$257	﹤0.01%	831
2016 Q3	–	Sell	-2,102,270	Closed	-$44.2M	–	132
2016 Q2	$44.2M	Buy	+2,102,270	New	+$43.3M	3.31%	11
2014 Q3	–	Sell	-1,245,940	Closed	-$21.4M	–	131
2014 Q2	$21.4M	Buy	+1,245,940	New	+$20.3M	2.56%	7

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

Horizon Investments's IGV Position: Q1 2026 in Review

Horizon Investments increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 114% in Q1 2026, buying an estimated $1.63M and bringing the position to 34,548 shares worth $2.77M. The position accounts for 0.03% of the portfolio, ranked #404.

Horizon Investments first reported a position in IGV in Q2 2014 and has held it in 9 quarters since. The position peaked at $44.2M in Q2 2016. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Horizon Investments held 34,548 shares of iShares Expanded Tech-Software Sector ETF worth $2.77M as of Q1 2026.
Horizon Investments bought 18,385 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.63M.
iShares Expanded Tech-Software Sector ETF made up 0.03% of Horizon Investments's portfolio in Q1 2026, its #404 holding.
Horizon Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2014 and has held it in 9 quarters since.
Horizon Investments's iShares Expanded Tech-Software Sector ETF position peaked at $44.2M in Q2 2016.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.