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

Monetary Management 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 Q1	$534K	Sell	6,675 -150	-2%	-$13.3K	0.13%	142
2025 Q4	$721K	Hold	6,825	–	–	0.17%	118
2025 Q3	$785K	Buy	6,825 +100	+1%	+$11.1K	0.18%	109
2025 Q2	$736K	Hold	6,725	–	–	0.18%	113
2025 Q1	$598K	Buy	6,725 +1,350	+25%	+$133K	0.16%	127
2024 Q4	$538K	Buy	5,375 +200	+4%	+$19.8K	0.14%	133
2024 Q3	$462K	Buy	5,175 +150	+3%	+$12.9K	0.12%	147
2024 Q2	$437K	Buy	5,025 +500	+11%	+$41.1K	0.12%	146
2024 Q1	$386K	Buy	4,525 +500	+12%	+$42.2K	0.11%	153
2023 Q4	$327K	Hold	4,025	–	–	0.1%	163
2023 Q3	$275K	Hold	4,025	–	–	0.09%	170
2023 Q2	$278K	Hold	4,025	–	–	0.09%	167
2023 Q1	$245K	Buy	4,025 +3,025	+303%	+$170K	0.07%	177
2022 Q4	$51.2K	Hold	1,000	–	–	0.02%	260
2022 Q3	$50K	Hold	1,000	–	–	0.02%	255
2022 Q2	$54K	Hold	1,000	–	–	0.02%	248
2022 Q1	$69K	Hold	1,000	–	–	0.02%	246
2021 Q4	$80K	Buy	+1,000	New	+$83.5K	0.02%	236

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

Monetary Management Group's IGV Position: Q1 2026 in Review

Monetary Management Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.2% in Q1 2026, selling an estimated $13.3K and leaving 6,675 shares worth $534K. The position accounts for 0.13% of the portfolio, ranked #142.

Monetary Management Group first reported a position in IGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $785K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Monetary Management Group held 6,675 shares of iShares Expanded Tech-Software Sector ETF worth $534K as of Q1 2026.
Monetary Management Group sold 150 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $13.3K.
iShares Expanded Tech-Software Sector ETF made up 0.13% of Monetary Management Group's portfolio in Q1 2026, its #142 holding.
Monetary Management Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 18 quarters since.
Monetary Management Group's iShares Expanded Tech-Software Sector ETF position peaked at $785K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.