LPL Financial
IGV icon

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

LPL Financial’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 		$2.14M Buy
+26,700
New +$2.36M ﹤0.01% 3444

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial's IGV Position: Q1 2026 in Review

LPL Financial increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 56% in Q1 2026, buying an estimated $75.6M and bringing the position to 2,369,960 shares worth $190M. The position accounts for 0.05% of the portfolio, ranked #357.

LPL Financial first reported a position in IGV in Q2 2013 and has held it in 52 quarters since. The position peaked at $245M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • LPL Financial held 2,369,960 shares of iShares Expanded Tech-Software Sector ETF worth $190M as of Q1 2026.
  • LPL Financial bought 854,362 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $75.6M.
  • iShares Expanded Tech-Software Sector ETF made up 0.05% of LPL Financial's portfolio in Q1 2026, its #357 holding.
  • LPL Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's iShares Expanded Tech-Software Sector ETF position peaked at $245M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.