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 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%	+$7.13K	0.01%	222
2024 Q3	$24.6K	Buy	+275	New	+$23.6K	0.01%	242

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morse Asset Management's IGV Position: Q2 2026 in Review

Morse Asset Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 149 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #311.

Morse Asset Management first reported a position in IGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $42.7K in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Morse Asset Management held 149 shares of iShares Expanded Tech-Software Sector ETF worth $13.5K as of Q2 2026.
Morse Asset Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #311 holding.
Morse Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and has held it in 8 quarters since.
Morse Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $42.7K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.