Middleton & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Middleton & Co’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	$676K	Buy	8,441 +5,941	+238%	+$526K	0.08%	106
2025 Q4	$264K	Hold	2,500	–	–	0.03%	144
2025 Q3	$288K	Hold	2,500	–	–	0.03%	140
2025 Q2	$274K	Hold	2,500	–	–	0.03%	139
2025 Q1	$222K	Hold	2,500	–	–	0.03%	149
2024 Q4	$250K	Hold	2,500	–	–	0.03%	143
2024 Q3	$223K	Hold	2,500	–	–	0.02%	157
2024 Q2	$217K	Hold	2,500	–	–	0.03%	155
2024 Q1	$213K	Hold	2,500	–	–	0.02%	161
2023 Q4	$203K	Buy	+2,500	New	+$185K	0.03%	156
2021 Q4	–	Sell	-2,500	Closed	-$200K	–	164
2021 Q3	$200K	Buy	+2,500	New	+$204K	0.02%	157

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Middleton & Co's IGV Position: Q1 2026 in Review

Middleton & Co increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 238% in Q1 2026, buying an estimated $526K and bringing the position to 8,441 shares worth $676K. The position accounts for 0.08% of the portfolio, ranked #106.

Middleton & Co first reported a position in IGV in Q3 2021 and has held it in 11 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Middleton & Co held 8,441 shares of iShares Expanded Tech-Software Sector ETF worth $676K as of Q1 2026.
Middleton & Co bought 5,941 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $526K.
iShares Expanded Tech-Software Sector ETF made up 0.08% of Middleton & Co's portfolio in Q1 2026, its #106 holding.
Middleton & Co first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and has held it in 11 quarters since.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.