Muirfield Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Muirfield Wealth Advisors’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	–	Sell	-7,845	Closed	-$829K	–	82
2025 Q4	$829K	Buy	7,845 +1,927	+33%	+$212K	0.61%	41
2025 Q3	$681K	Hold	5,918	–	–	0.5%	42
2025 Q2	$648K	Sell	5,918 -1,025	-15%	-$101K	0.52%	41
2025 Q1	$618K	Sell	6,943 -2,787	-29%	-$275K	0.52%	41
2024 Q4	$974K	Sell	9,730 -725	-7%	-$71.8K	0.8%	30
2024 Q3	$934K	Sell	10,455 -603	-5%	-$51.7K	0.79%	34
2024 Q2	$961K	Buy	11,058 +293	+3%	+$24.1K	0.9%	27
2024 Q1	$918K	Sell	10,765 -185	-2%	-$15.6K	0.88%	32
2023 Q4	$888K	Buy	+10,950	New	+$810K	0.94%	24

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

Muirfield Wealth Advisors's IGV Position: Q1 2026 in Review

Muirfield Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 7,845 shares — an estimated $829K sold.

Muirfield Wealth Advisors first reported a position in IGV in Q4 2023 and held it in 9 quarters. The position peaked at $974K in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Muirfield Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Muirfield Wealth Advisors sold 7,845 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $829K.
Muirfield Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and held it in 9 quarters.
Muirfield Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $974K in Q4 2024.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.