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	$344K	Hold	4,300	–	–	﹤0.01%	5093
2025 Q4	$454K	Hold	4,300	–	–	﹤0.01%	4797
2025 Q3	$495K	Hold	4,300	–	–	﹤0.01%	4637
2025 Q2	$471K	Hold	4,300	–	–	﹤0.01%	4434
2025 Q1	$383K	Hold	4,300	–	–	﹤0.01%	4398
2024 Q4	$431K	Buy	+4,300	New	+$426K	﹤0.01%	4225

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

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 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.