Lyell Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Lyell Wealth Management’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	$472K	Sell	5,891 -6,830	-54%	-$605K	0.03%	154
2025 Q4	$1.34M	Buy	12,721 +2,380	+23%	+$262K	0.1%	106
2025 Q3	$1.19M	Sell	10,341 -36	-0.3%	-$3.98K	0.09%	110
2025 Q2	$1.14M	Buy	10,377 +5,125	+98%	+$507K	0.09%	116
2025 Q1	$467K	Buy	5,252 +888	+20%	+$87.7K	0.04%	149
2024 Q4	$437K	Buy	4,364 +533	+14%	+$52.8K	0.04%	149
2024 Q3	$342K	Buy	3,831 +175	+5%	+$15K	0.03%	170
2024 Q2	$318K	Sell	3,656 -19,369	-84%	-$1.59M	0.03%	165
2024 Q1	$1.96M	Sell	23,025 -2,300	-9%	-$194K	0.2%	96
2023 Q4	$2.05M	Buy	25,325 +21,925	+645%	+$1.62M	0.23%	94
2023 Q3	$232K	Sell	3,400 -125	-4%	-$8.77K	0.03%	168
2023 Q2	$244K	Buy	3,525 +50	+1%	+$3.14K	0.03%	168
2023 Q1	$212K	Buy	+3,475	New	+$195K	0.03%	192

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

Lyell Wealth Management's IGV Position: Q1 2026 in Review

Lyell Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 54% in Q1 2026, selling an estimated $605K and leaving 5,891 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #154.

Lyell Wealth Management first reported a position in IGV in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.05M in Q4 2023. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Lyell Wealth Management held 5,891 shares of iShares Expanded Tech-Software Sector ETF worth $472K as of Q1 2026.
Lyell Wealth Management sold 6,830 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $605K.
iShares Expanded Tech-Software Sector ETF made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #154 holding.
Lyell Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and has held it in 13 quarters since.
Lyell Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.05M in Q4 2023.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.