Navigoe Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Navigoe Wealth 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 Q1	–	Sell	-96	Closed	-$10K	–	238
2025 Q4	$10K	Hold	96	–	–	0.01%	150
2025 Q3	$11K	Buy	96 +76	+380%	+$8.41K	0.01%	145
2025 Q2	$2K	Hold	20	–	–	﹤0.01%	141
2025 Q1	$1K	Hold	20	–	–	﹤0.01%	151
2024 Q4	$2K	Buy	+20	New	+$1.98K	﹤0.01%	138

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Navigoe Wealth Management's IGV Position: Q1 2026 in Review

Navigoe Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 96 shares — an estimated $10K sold.

Navigoe Wealth Management first reported a position in IGV in Q4 2024 and held it in 5 quarters. The position peaked at $11K in Q3 2025. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Navigoe Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Navigoe Wealth Management sold 96 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $10K.
Navigoe Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 5 quarters.
Navigoe Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $11K in Q3 2025.
765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.