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MAI Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

MAI Capital 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
Q2 		$2.83M Buy
31,214
+19,073
+157% +$1.7M 0.01% 611
2026
Q1 		$972K Buy
12,141
+1,226
+11% +$109K 0.01% 784
2025
Q4 		$1.15M Sell
10,915
-160
-1% -$17.6K 0.01% 695
2025
Q3 		$1.27M Sell
11,075
-407
-4% -$45.1K 0.01% 638
2025
Q2 		$1.26M Buy
11,482
+155
+1% +$15.3K 0.01% 602
2025
Q1 		$1.01M Sell
11,327
-620
-5% -$61.2K 0.01% 619
2024
Q4 		$1.2M Buy
11,947
+746
+7% +$73.9K 0.01% 592
2024
Q3 		$1M Buy
11,201
+1
+0% +$86 0.01% 565
2024
Q2 		$973K Buy
11,200
+1,635
+17% +$134K 0.01% 608
2024
Q1 		$816K Sell
9,565
-125
-1% -$10.5K 0.01% 647
2023
Q4 		$786K Sell
9,690
-255
-3% -$18.9K 0.01% 553
2023
Q3 		$679K Sell
9,945
-1,515
-13% -$106K 0.01% 538
2023
Q2 		$793K Sell
11,460
-100
-0.9% -$6.28K 0.01% 486
2023
Q1 		$705K Sell
11,560
-2,445
-17% -$137K 0.01% 524
2022
Q4 		$717K Buy
14,005
+160
+1% +$8.29K 0.01% 505
2022
Q3 		$693K Sell
13,845
-1,455
-10% -$82.7K 0.01% 463
2022
Q2 		$825K Buy
15,300
+1,345
+10% +$79K 0.02% 427
2022
Q1 		$963K Sell
13,955
-220
-2% -$15.1K 0.02% 406
2021
Q4 		$1.13M Buy
14,175
+10,805
+321% +$902K 0.02% 385
2021
Q3 		$269K Buy
3,370
+440
+15% +$35.9K 0.01% 653
2021
Q2 		$229K Hold
2,930
– – ﹤0.01% 670
2021
Q1 		$200K Sell
2,930
-475
-14% -$33.7K ﹤0.01% 674
2020
Q4 		$241K Sell
3,405
-255
-7% -$16.9K 0.01% 582
2020
Q3 		$228K Buy
+3,660
New +$220K 0.01% 525

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MAI Capital Management's IGV Position: Q2 2026 in Review

MAI Capital Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 157% in Q2 2026, buying an estimated $1.7M and bringing the position to 31,214 shares worth $2.83M. The position accounts for 0.01% of the portfolio, ranked #611.

MAI Capital Management first reported a position in IGV in Q3 2020 and has held it in 24 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • MAI Capital Management held 31,214 shares of iShares Expanded Tech-Software Sector ETF worth $2.83M as of Q2 2026.
  • MAI Capital Management bought 19,073 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.7M.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of MAI Capital Management's portfolio in Q2 2026, its #611 holding.
  • MAI Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 24 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.