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

Interchange Capital Partners’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	–	Sell	-3,011	Closed	-$318K	–	390
2025 Q4	$318K	Hold	3,011	–	–	0.06%	284
2025 Q3	$346K	Sell	3,011 -125	-4%	-$13.8K	0.07%	243
2025 Q2	$343K	Buy	3,136 +5	+0.2%	+$494	0.08%	201
2025 Q1	$280K	Buy	3,131 +1,055	+51%	+$104K	0.08%	210
2024 Q4	$208K	Buy	+2,076	New	+$206K	0.08%	236
2024 Q3	–	Sell	-2,393	Closed	-$208K	–	295
2024 Q2	$208K	Buy	2,393 +30	+1%	+$2.46K	0.08%	252
2024 Q1	$201K	Buy	+2,363	New	+$199K	0.14%	163
2021 Q1	–	Sell	-3,680	Closed	-$260K	–	633
2020 Q4	$260K	Buy	+3,680	New	+$244K	0.14%	164

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

Interchange Capital Partners's IGV Position: Q1 2026 in Review

Interchange Capital Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 3,011 shares — an estimated $318K sold.

Interchange Capital Partners first reported a position in IGV in Q4 2020 and held it in 8 quarters. The position peaked at $346K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Interchange Capital Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Interchange Capital Partners sold 3,011 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $318K.
Interchange Capital Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and held it in 8 quarters.
Interchange Capital Partners's iShares Expanded Tech-Software Sector ETF position peaked at $346K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Interchange Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.