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

Modern Wealth Management’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	$1.35M	Buy	16,906 +2,710	+19%	+$240K	0.02%	364
2025 Q4	$1.5M	Buy	14,196 +2,778	+24%	+$305K	0.03%	345
2025 Q3	$1.31M	Sell	11,418 -1,100	-9%	-$122K	0.03%	338
2025 Q2	$1.37M	Buy	12,518 +427	+4%	+$42.2K	0.03%	318
2025 Q1	$1.08M	Buy	12,091 +1,114	+10%	+$110K	0.03%	293
2024 Q4	$1.1M	Buy	10,977 +422	+4%	+$41.8K	0.04%	248
2024 Q3	$943K	Buy	10,555 +608	+6%	+$52.1K	0.06%	167
2024 Q2	$864K	Sell	9,947 -3,379	-25%	-$278K	0.06%	151
2024 Q1	$1.14M	Buy	+13,326	New	+$1.12M	0.11%	105

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

Modern Wealth Management's IGV Position: Q1 2026 in Review

Modern Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 19% in Q1 2026, buying an estimated $240K and bringing the position to 16,906 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #364.

Modern Wealth Management first reported a position in IGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.5M in Q4 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Modern Wealth Management held 16,906 shares of iShares Expanded Tech-Software Sector ETF worth $1.35M as of Q1 2026.
Modern Wealth Management bought 2,710 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $240K.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #364 holding.
Modern Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.5M in Q4 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.