IronBridge Private Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

IronBridge Private Wealth’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	-65,473	Closed	-$6.92M	–	50
2025 Q4	$6.92M	Hold	65,473	–	–	2.19%	13
2025 Q3	$7.53M	Sell	65,473 -36,493	-36%	-$4.04M	2.38%	12
2025 Q2	$11.2M	Buy	101,966 +2,792	+3%	+$276K	3.89%	9
2025 Q1	$8.83M	Buy	+99,174	New	+$9.8M	3.48%	8

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

IronBridge Private Wealth's IGV Position: Q1 2026 in Review

IronBridge Private Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 65,473 shares — an estimated $6.92M sold.

IronBridge Private Wealth first reported a position in IGV in Q1 2025 and held it in 4 quarters. The position peaked at $11.2M in Q2 2025. 763 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

IronBridge Private Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
IronBridge Private Wealth sold 65,473 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $6.92M.
IronBridge Private Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and held it in 4 quarters.
IronBridge Private Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $11.2M in Q2 2025.
763 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on IronBridge Private Wealth's 13F filing for Q1 2026, filed 14 May 2026.