Mather Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Mather Group’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	$208K	Buy	+2,293	New	+$204K	﹤0.01%	762
2025 Q2	–	Sell	-51	Closed	-$4.54K	–	1129
2025 Q1	$4.54K	Sell	51 -9	-15%	-$889	﹤0.01%	1425
2024 Q4	$6.01K	Buy	+60	New	+$5.95K	﹤0.01%	1348
2024 Q3	–	Sell	-445	Closed	-$37.9K	–	1932
2024 Q2	$37.9K	Buy	445 +429	+2,681%	+$35.2K	﹤0.01%	1076
2024 Q1	$6.49K	Buy	+16	New	+$1.35K	﹤0.01%	1299

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group's IGV Position: Q2 2026 in Review

Mather Group opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,293 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings. This is a return to the name: Mather Group previously reported a position in IGV as recently as Q1 2025.

Mather Group first reported a position in IGV in Q1 2024 and has held it in 5 quarters since. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Mather Group held 2,293 shares of iShares Expanded Tech-Software Sector ETF worth $208K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Mather Group position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #762 holding.
Mather Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 5 quarters since.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.