Morse Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Morse Asset 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 Q3	$14.5K	Sell	136 -13	-9%	-$1.3K	﹤0.01%	291
2026 Q2	$13.5K	Hold	149	–	–	﹤0.01%	311
2026 Q1	$11.9K	Sell	149 -224	-60%	-$19.8K	﹤0.01%	289
2025 Q4	$39.4K	Buy	373 +2	+0.5%	+$220	0.01%	240
2025 Q3	$42.7K	Hold	371	–	–	0.01%	210
2025 Q2	$40.6K	Hold	371	–	–	0.01%	209
2025 Q1	$33K	Buy	371 +24	+7%	+$2.37K	0.01%	211
2024 Q4	$34.7K	Buy	347 +72	+26%	+$7.14K	0.01%	222
2024 Q3	$24.6K	Buy	+275	New	+$23.6K	0.01%	242

Other funds holding IGV

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $20.7B AUM 58.31% 1-Year Est. Return

Morse Asset Management's IGV Position: Q3 2026 in Review

Morse Asset Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.7% in Q3 2026, selling an estimated $1.3K and leaving 136 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Morse Asset Management first reported a position in IGV in Q3 2024 and has held it in 9 quarters since. The position peaked at $42.7K in Q3 2025. 795 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

Morse Asset Management held 136 shares of iShares Expanded Tech-Software Sector ETF worth $14.5K as of Q3 2026.
Morse Asset Management sold 13 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $1.3K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q3 2026, its #291 holding.
Morse Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and has held it in 9 quarters since.
Morse Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $42.7K in Q3 2025.
795 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.