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MassMutual Private Wealth & Trust’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

MassMutual Private Wealth & Trust’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 		$63.1K Sell
696
-48
-6% -$4.27K ﹤0.01% 707
2026
Q1 		$59.6K Sell
744
-28
-4% -$2.48K ﹤0.01% 707
2025
Q4 		$81.6K Sell
772
-52
-6% -$5.72K ﹤0.01% 643
2025
Q3 		$94.8K Sell
824
-45
-5% -$4.98K ﹤0.01% 611
2025
Q2 		$95.2K Buy
869
+30
+4% +$2.97K ﹤0.01% 601
2025
Q1 		$74.7K Buy
839
+127
+18% +$12.5K ﹤0.01% 626
2024
Q4 		$71.3K Buy
+712
New +$70.6K ﹤0.01% 652

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MassMutual Private Wealth & Trust's IGV Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 6.5% in Q2 2026, selling an estimated $4.27K and leaving 696 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

MassMutual Private Wealth & Trust first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $95.2K in Q2 2025. 394 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • MassMutual Private Wealth & Trust held 696 shares of iShares Expanded Tech-Software Sector ETF worth $63.1K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 48 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $4.27K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #707 holding.
  • MassMutual Private Wealth & Trust first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
  • MassMutual Private Wealth & Trust's iShares Expanded Tech-Software Sector ETF position peaked at $95.2K in Q2 2025.
  • 394 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.