IWC
IGV icon

Integrated Wealth Concepts’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Integrated Wealth Concepts’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 		$3.03M Buy
37,841
+29,533
+355% +$2.61M 0.02% 599
2025
Q4 		$878K Sell
8,308
-7,531
-48% -$828K 0.01% 830
2025
Q3 		$1.82M Sell
15,839
-11,975
-43% -$1.33M 0.02% 709
2025
Q2 		$3.05M Buy
27,814
+12,705
+84% +$1.26M 0.03% 490
2025
Q1 		$1.34M Sell
15,109
-12,217
-45% -$1.21M 0.02% 698
2024
Q4 		$2.74M Buy
27,326
+20,167
+282% +$2M 0.03% 461
2024
Q3 		$640K Buy
7,159
+847
+13% +$72.6K 0.01% 984
2024
Q2 		$549K Sell
6,312
-11,475
-65% -$943K 0.01% 1005
2024
Q1 		$1.52M Buy
17,787
+4,662
+36% +$393K 0.02% 601
2023
Q4 		$1.06M Sell
13,125
-3,050
-19% -$226K 0.02% 707
2023
Q3 		$1.1M Buy
16,175
+230
+1% +$16.1K 0.02% 654
2023
Q2 		$1.1M Buy
+15,945
New +$1M 0.02% 644
2023
Q1 		– Sell
-8,185
Closed -$419K – 1371
2022
Q4 		$419K Buy
+8,185
New +$424K 0.01% 710
2021
Q4 		– Sell
-16,180
Closed -$1.29M – 1005
2021
Q3 		$1.29M Buy
+16,180
New +$1.32M 0.04% 334
2021
Q1 		– Sell
-15,235
Closed -$1.08M – 747
2020
Q4 		$1.08M Buy
15,235
+7,640
+101% +$506K 0.05% 237
2020
Q3 		$473K Sell
7,595
-690
-8% -$41.4K 0.03% 351
2020
Q2 		$471K Sell
8,285
-12,465
-60% -$625K 0.03% 301
2020
Q1 		$873K Buy
20,750
+13,060
+170% +$618K 0.08% 156
2019
Q4 		$358K Buy
+7,690
New +$341K 0.03% 326

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

Integrated Wealth Concepts's IGV Position: Q1 2026 in Review

Integrated Wealth Concepts increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 355% in Q1 2026, buying an estimated $2.61M and bringing the position to 37,841 shares worth $3.03M. The position accounts for 0.02% of the portfolio, ranked #599.

Integrated Wealth Concepts first reported a position in IGV in Q4 2019 and has held it in 19 quarters since. The position peaked at $3.05M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Integrated Wealth Concepts held 37,841 shares of iShares Expanded Tech-Software Sector ETF worth $3.03M as of Q1 2026.
  • Integrated Wealth Concepts bought 29,533 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $2.61M.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #599 holding.
  • Integrated Wealth Concepts first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's iShares Expanded Tech-Software Sector ETF position peaked at $3.05M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.