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

IEQ Capital’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 		$16.9M Buy
211,735
+159,884
+308% +$14.2M 0.08% 246
2025
Q4 		$5.48M Buy
51,851
+2,164
+4% +$238K 0.02% 495
2025
Q3 		$5.71M Buy
49,687
+6,475
+15% +$717K 0.02% 457
2025
Q2 		$4.73M Buy
43,212
+40,930
+1,794% +$4.05M 0.03% 438
2025
Q1 		$203K Sell
2,282
-99
-4% -$9.78K ﹤0.01% 1377
2024
Q4 		$238K Buy
+2,381
New +$236K ﹤0.01% 1121
2024
Q3 		– Sell
-3,115
Closed -$271K – 1177
2024
Q2 		$271K Sell
3,115
-865
-22% -$71K ﹤0.01% 826
2024
Q1 		$339K Buy
3,980
+640
+19% +$54K ﹤0.01% 740
2023
Q4 		$271K Hold
3,340
– – ﹤0.01% 754
2023
Q3 		$228K Hold
3,340
– – ﹤0.01% 804
2023
Q2 		$231K Sell
3,340
-1,520
-31% -$95.4K ﹤0.01% 769
2023
Q1 		$296K Buy
+4,860
New +$272K 0.01% 719
2022
Q4 		– Sell
-182,800
Closed -$9.14M – 857
2022
Q3 		$9.14M Buy
182,800
+156,020
+583% +$8.87M 0.25% 68
2022
Q2 		$1.44M Sell
26,780
-138,310
-84% -$8.13M 0.04% 252
2022
Q1 		$11.4M Buy
165,090
+159,480
+2,843% +$11M 0.27% 59
2021
Q4 		$446K Buy
5,610
+2,600
+86% +$217K 0.01% 495
2021
Q3 		$240K Hold
3,010
– – 0.01% 619
2021
Q2 		$235K Buy
+3,010
New +$218K 0.01% 535

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

IEQ Capital's IGV Position: Q1 2026 in Review

IEQ Capital increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 308% in Q1 2026, buying an estimated $14.2M and bringing the position to 211,735 shares worth $16.9M. The position accounts for 0.08% of the portfolio, ranked #246.

IEQ Capital first reported a position in IGV in Q2 2021 and has held it in 18 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • IEQ Capital held 211,735 shares of iShares Expanded Tech-Software Sector ETF worth $16.9M as of Q1 2026.
  • IEQ Capital bought 159,884 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $14.2M.
  • iShares Expanded Tech-Software Sector ETF made up 0.08% of IEQ Capital's portfolio in Q1 2026, its #246 holding.
  • IEQ Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and has held it in 18 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.