LMCG Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

LMCG Investments’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 Q2	$729K	Sell	8,041 -316	-4%	-$28.1K	0.04%	176
2026 Q1	$669K	Sell	8,357 -127	-1%	-$11.2K	0.04%	175
2025 Q4	$897K	Buy	8,484 +89	+1%	+$9.78K	0.05%	164
2025 Q3	$966K	Buy	8,395 +613	+8%	+$67.9K	0.06%	162
2025 Q2	$852K	Sell	7,782 -583	-7%	-$57.7K	0.05%	172
2025 Q1	$744K	Buy	8,365 +91	+1%	+$8.99K	0.05%	180
2024 Q4	$828K	Buy	+8,274	New	+$820K	0.05%	175

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

LMCG Investments's IGV Position: Q2 2026 in Review

LMCG Investments reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.8% in Q2 2026, selling an estimated $28.1K and leaving 8,041 shares worth $729K. The position accounts for 0.04% of the portfolio, ranked #176.

LMCG Investments first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $966K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

LMCG Investments held 8,041 shares of iShares Expanded Tech-Software Sector ETF worth $729K as of Q2 2026.
LMCG Investments sold 316 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $28.1K.
iShares Expanded Tech-Software Sector ETF made up 0.04% of LMCG Investments's portfolio in Q2 2026, its #176 holding.
LMCG Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
LMCG Investments's iShares Expanded Tech-Software Sector ETF position peaked at $966K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on LMCG Investments's 13F filing for Q2 2026, filed 22 Jul 2026.