Jefferies Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Jefferies Financial Group’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	$3.12M	Buy	38,956 +35,773	+1,124%	+$3.17M	0.02%	465
2025 Q4	$336K	Sell	3,183 -50,864	-94%	-$5.59M	﹤0.01%	1455
2025 Q3	$6.22M	Buy	54,047 +30,854	+133%	+$3.42M	0.03%	312
2025 Q2	$2.54M	Buy	23,193 +7,506	+48%	+$742K	0.02%	463
2025 Q1	$1.4M	Buy	15,687 +6,637	+73%	+$656K	0.01%	680
2024 Q4	$906K	Sell	9,050 -22,687	-71%	-$2.25M	0.01%	916
2024 Q3	$2.84M	Buy	31,737 +20,833	+191%	+$1.79M	0.02%	473
2024 Q2	$948K	Sell	10,904 -42,436	-80%	-$3.49M	0.01%	763
2024 Q1	$4.55M	Buy	53,340 +6,825	+15%	+$576K	0.04%	327
2023 Q4	$3.77M	Buy	46,515 +35,900	+338%	+$2.66M	0.02%	480
2023 Q3	$725K	Buy	10,615 +4,035	+61%	+$283K	0.01%	933
2023 Q2	$455K	Sell	6,580 -165	-2%	-$10.4K	﹤0.01%	1209
2023 Q1	$411K	Sell	6,745 -7,980	-54%	-$447K	﹤0.01%	1147
2022 Q4	$754K	Buy	+14,725	New	+$763K	0.01%	938

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

Jefferies Financial Group's IGV Position: Q1 2026 in Review

Jefferies Financial Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1,124% in Q1 2026, buying an estimated $3.17M and bringing the position to 38,956 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #465.

Jefferies Financial Group first reported a position in IGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.22M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Jefferies Financial Group held 38,956 shares of iShares Expanded Tech-Software Sector ETF worth $3.12M as of Q1 2026.
Jefferies Financial Group bought 35,773 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $3.17M.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #465 holding.
Jefferies Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 14 quarters since.
Jefferies Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $6.22M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.