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Money Concepts Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Money Concepts Capital’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 		$751K Sell
9,378
-3,037
-24% -$269K 0.04% 322
2025
Q4 		$1.31M Buy
12,415
+314
+3% +$34.5K 0.07% 233
2025
Q3 		$1.39M Buy
12,101
+2,065
+21% +$229K 0.09% 212
2025
Q2 		$1.1M Sell
10,036
-5,952
-37% -$589K 0.07% 230
2025
Q1 		$1.42M Buy
15,988
+550
+4% +$54.3K 0.11% 181
2024
Q4 		$1.55M Buy
15,438
+615
+4% +$60.9K 0.12% 168
2024
Q3 		$1.32M Sell
14,823
-825
-5% -$70.7K 0.1% 182
2024
Q2 		$1.36M Sell
15,648
-73
-0.5% -$6K 0.11% 176
2024
Q1 		$1.34M Buy
15,721
+1,121
+8% +$94.6K 0.12% 186
2023
Q4 		$1.18M Buy
+14,600
New +$1.08M 0.11% 194
2023
Q1 		– Sell
-4,420
Closed -$226K – 1653
2022
Q4 		$226K Buy
4,420
+3,890
+734% +$202K 0.01% 634
2022
Q3 		$27K Hold
530
– – ﹤0.01% 844
2022
Q2 		$29K Sell
530
-4,375
-89% -$257K ﹤0.01% 804
2022
Q1 		$338K Buy
4,905
+4,520
+1,174% +$310K 0.02% 550
2021
Q4 		$31K Buy
+385
New +$32.1K ﹤0.01% 624
2021
Q1 		$23K Sell
340
-5
-1% -$354 ﹤0.01% 621
2020
Q4 		$24K Buy
+345
New +$22.9K ﹤0.01% 568

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Money Concepts Capital's IGV Position: Q1 2026 in Review

Money Concepts Capital reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 24% in Q1 2026, selling an estimated $269K and leaving 9,378 shares worth $751K. The position accounts for 0.04% of the portfolio, ranked #322.

Money Concepts Capital first reported a position in IGV in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.55M in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Money Concepts Capital held 9,378 shares of iShares Expanded Tech-Software Sector ETF worth $751K as of Q1 2026.
  • Money Concepts Capital sold 3,037 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $269K.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Money Concepts Capital's portfolio in Q1 2026, its #322 holding.
  • Money Concepts Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 17 quarters since.
  • Money Concepts Capital's iShares Expanded Tech-Software Sector ETF position peaked at $1.55M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.