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

Merited Wealth’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 		– Sell
-1,595
Closed -$169K – 178
2025
Q4 		$169K Buy
+1,595
New +$175K 0.16% 81

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Merited Wealth's IGV Position: Q1 2026 in Review

Merited Wealth sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 1,595 shares — an estimated $169K sold.

Merited Wealth first reported a position in IGV in Q4 2025 and held it in 1 quarter. The position peaked at $169K in Q4 2025. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Merited Wealth reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Merited Wealth sold 1,595 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $169K.
  • Merited Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and held it in 1 quarter.
  • Merited Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $169K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Merited Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.