Matthew Hamilton Rosenberg’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Matthew Hamilton Rosenberg’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	$18.1K	Hold	200	–	–	﹤0.01%	559
2026 Q1	$16K	Hold	200	–	–	﹤0.01%	566
2025 Q4	$21.1K	Hold	200	–	–	﹤0.01%	537
2025 Q3	$23K	Hold	200	–	–	0.01%	520
2025 Q2	$21.9K	Sell	200 -40	-17%	-$3.96K	0.01%	549
2025 Q1	$21.4K	Sell	240 -80	-25%	-$7.9K	0.01%	528
2024 Q4	$32K	Buy	+320	New	+$31.7K	0.01%	483

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

Matthew Hamilton Rosenberg's IGV Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 200 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Matthew Hamilton Rosenberg first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $32K in Q4 2024. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Matthew Hamilton Rosenberg held 200 shares of iShares Expanded Tech-Software Sector ETF worth $18.1K as of Q2 2026.
Matthew Hamilton Rosenberg left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #559 holding.
Matthew Hamilton Rosenberg first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's iShares Expanded Tech-Software Sector ETF position peaked at $32K in Q4 2024.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.