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Madison Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Madison Wealth Partners’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 		$541K Sell
6,763
-164
-2% -$14.5K 0.09% 107
2025
Q4 		$732K Buy
6,927
+45
+0.7% +$4.95K 0.13% 74
2025
Q3 		$791K Hold
6,882
– – 0.16% 66
2025
Q2 		$754K Sell
6,882
-56
-0.8% -$5.54K 0.16% 65
2025
Q1 		$617K Buy
6,938
+503
+8% +$49.7K 0.15% 72
2024
Q4 		$644K Hold
6,435
– – 0.18% 68
2024
Q3 		$575K Sell
6,435
-11
-0.2% -$943 0.17% 71
2024
Q2 		$560K Buy
6,446
+81
+1% +$6.65K 0.19% 63
2024
Q1 		$543K Sell
6,365
-30
-0.5% -$2.53K 0.2% 63
2023
Q4 		$519K Buy
6,395
+95
+2% +$7.03K 0.21% 61
2023
Q3 		$430K Sell
6,300
-810
-11% -$56.8K 0.22% 53
2023
Q2 		$492K Hold
7,110
– – 0.23% 45
2023
Q1 		$433K Sell
7,110
-40
-0.6% -$2.24K 0.22% 49
2022
Q4 		$366K Sell
7,150
-830
-10% -$43K 0.21% 54
2022
Q3 		$399K Sell
7,980
-350
-4% -$19.9K 0.26% 46
2022
Q2 		$449K Sell
8,330
-1,965
-19% -$115K 0.29% 40
2022
Q1 		$710K Buy
10,295
+2,340
+29% +$161K 0.4% 28
2021
Q4 		$633K Buy
7,955
+1,335
+20% +$111K 0.32% 29
2021
Q3 		$528K Buy
6,620
+145
+2% +$11.8K 0.3% 32
2021
Q2 		$505K Buy
6,475
+2,385
+58% +$173K 0.29% 32
2021
Q1 		$290K Buy
4,090
+125
+3% +$8.86K 0.2% 37
2020
Q4 		$280K Buy
+3,965
New +$263K 0.19% 39

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 $303B AUM 53.02% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Madison Wealth Partners's IGV Position: Q1 2026 in Review

Madison Wealth Partners reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.4% in Q1 2026, selling an estimated $14.5K and leaving 6,763 shares worth $541K. The position accounts for 0.09% of the portfolio, ranked #107.

Madison Wealth Partners first reported a position in IGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $791K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Madison Wealth Partners held 6,763 shares of iShares Expanded Tech-Software Sector ETF worth $541K as of Q1 2026.
  • Madison Wealth Partners sold 164 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $14.5K.
  • iShares Expanded Tech-Software Sector ETF made up 0.09% of Madison Wealth Partners's portfolio in Q1 2026, its #107 holding.
  • Madison Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 22 quarters since.
  • Madison Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $791K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.