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Howe & Rusling’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Howe & Rusling’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 		$17.5K Buy
+218
New +$19.3K ﹤0.01% 411
2025
Q1 		– Sell
-18
Closed -$1.8K – 446
2024
Q4 		$1.8K Buy
+18
New +$1.78K ﹤0.01% 400
2024
Q1 		– Sell
-1,055
Closed -$85.6K – 396
2023
Q4 		$85.6K Sell
1,055
-465
-31% -$34.4K 0.01% 252
2023
Q3 		$104K Buy
1,520
+1,445
+1,927% +$101K 0.01% 234
2023
Q2 		$5.19K Sell
75
-925
-93% -$58.1K ﹤0.01% 308
2023
Q1 		$60.9K Buy
+1,000
New +$56.1K 0.01% 240
2018
Q4 		– Sell
-125
Closed -$5K – 857
2018
Q3 		$5K Hold
125
– – ﹤0.01% 605
2018
Q2 		$5K Hold
125
– – ﹤0.01% 550
2018
Q1 		$4K Sell
125
-60
-32% -$2.03K ﹤0.01% 648
2017
Q4 		$6K Hold
185
– – ﹤0.01% 531
2017
Q3 		$5K Hold
185
– – ﹤0.01% 579
2017
Q2 		$5K Hold
185
– – ﹤0.01% 630
2017
Q1 		$5K Hold
185
– – ﹤0.01% 665
2016
Q4 		$4K Hold
185
– – ﹤0.01% 719
2016
Q3 		$4K Hold
185
– – ﹤0.01% 715
2016
Q2 		$4K Hold
185
– – ﹤0.01% 679
2016
Q1 		$4K Hold
185
– – ﹤0.01% 711
2015
Q4 		$4K Hold
185
– – ﹤0.01% 673
2015
Q3 		$4K Hold
185
– – ﹤0.01% 673
2015
Q2 		$4K Hold
185
– – ﹤0.01% 704
2015
Q1 		$4K Hold
185
– – ﹤0.01% 653
2014
Q4 		$3K Hold
185
– – ﹤0.01% 708
2014
Q3 		$3K Hold
185
– – ﹤0.01% 697
2014
Q2 		$3K Buy
+185
New +$3.01K ﹤0.01% 665
2014
Q1 		– Sell
-185
Closed -$3K – 877
2013
Q4 		$3K Sell
185
-725
-80% -$11.3K ﹤0.01% 654
2013
Q3 		$14K Hold
910
– – 0.01% 537
2013
Q2 		$12K Buy
+910
New +$12.5K ﹤0.01% 576

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

Howe & Rusling's IGV Position: Q1 2026 in Review

Howe & Rusling opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026: 218 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #411 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in IGV as recently as Q4 2024.

Howe & Rusling first reported a position in IGV in Q2 2013 and has held it in 27 quarters since. The position peaked at $104K in Q3 2023. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Howe & Rusling held 218 shares of iShares Expanded Tech-Software Sector ETF worth $17.5K as of Q1 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Howe & Rusling position in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #411 holding.
  • Howe & Rusling first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 27 quarters since.
  • Howe & Rusling's iShares Expanded Tech-Software Sector ETF position peaked at $104K in Q3 2023.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.