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Newbridge Financial Services Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Newbridge Financial Services Group’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 		$7.28M Sell
80,305
-3,366
-4% -$299K 0.9% 25
2026
Q1 		$6.7M Buy
83,671
+83,451
+37,932% +$7.39M 1.1% 20
2025
Q4 		$23.3K Sell
220
-125
-36% -$13.7K ﹤0.01% 606
2025
Q3 		$39.7K Hold
345
– – 0.01% 564
2025
Q2 		$37.8K Buy
345
+145
+73% +$14.3K 0.01% 564
2025
Q1 		$17.8K Hold
200
– – ﹤0.01% 571
2024
Q4 		$20K Buy
+200
New +$19.8K 0.01% 599
2023
Q3 		– Sell
-320
Closed -$22.1K – 1351
2023
Q2 		$22.1K Hold
320
– – 0.01% 668
2023
Q1 		$19.5K Hold
320
– – 0.01% 734
2022
Q4 		$16.4K Sell
320
-1,250
-80% -$64.8K 0.01% 792
2022
Q3 		$79K Hold
1,570
– – 0.05% 340
2022
Q2 		$85K Hold
1,570
– – 0.05% 291
2022
Q1 		$108K Sell
1,570
-1,365
-47% -$93.7K 0.05% 292
2021
Q4 		$233K Sell
2,935
-375
-11% -$31.3K 0.11% 186
2021
Q3 		$264K Sell
3,310
-5
-0.2% -$408 0.17% 134
2021
Q2 		$259K Sell
3,315
-125
-4% -$9.06K 0.16% 142
2021
Q1 		$235K Buy
3,440
+350
+11% +$24.8K 0.17% 136
2020
Q4 		$219K Hold
3,090
– – 0.18% 127
2020
Q3 		$192K Buy
+3,090
New +$186K 0.19% 117

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Newbridge Financial Services Group's IGV Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4% in Q2 2026, selling an estimated $299K and leaving 80,305 shares worth $7.28M. The position accounts for 0.9% of the portfolio, ranked #25.

Newbridge Financial Services Group first reported a position in IGV in Q3 2020 and has held it in 19 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Newbridge Financial Services Group held 80,305 shares of iShares Expanded Tech-Software Sector ETF worth $7.28M as of Q2 2026.
  • Newbridge Financial Services Group sold 3,366 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $299K.
  • iShares Expanded Tech-Software Sector ETF made up 0.9% of Newbridge Financial Services Group's portfolio in Q2 2026, its #25 holding.
  • Newbridge Financial Services Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 19 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.