NorthRock Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

NorthRock Partners’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	$1.78M	Buy	22,183 +4,299	+24%	+$381K	0.03%	223
2025 Q4	$1.89M	Buy	17,884 +3,407	+24%	+$375K	0.03%	197
2025 Q3	$1.67M	Buy	14,477 +12,337	+576%	+$1.37M	0.03%	243
2025 Q2	$234K	Sell	2,140 -29	-1%	-$2.87K	0.01%	602
2025 Q1	$193K	Buy	2,169 +1,529	+239%	+$151K	0.01%	575
2024 Q4	$64.1K	Hold	640	–	–	﹤0.01%	640
2024 Q3	$57.2K	Hold	640	–	–	﹤0.01%	687
2024 Q2	$55.6K	Hold	640	–	–	﹤0.01%	659
2024 Q1	$54.6K	Buy	+640	New	+$54K	﹤0.01%	659

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

NorthRock Partners's IGV Position: Q1 2026 in Review

NorthRock Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 24% in Q1 2026, buying an estimated $381K and bringing the position to 22,183 shares worth $1.78M. The position accounts for 0.03% of the portfolio, ranked #223.

NorthRock Partners first reported a position in IGV in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.89M in Q4 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

NorthRock Partners held 22,183 shares of iShares Expanded Tech-Software Sector ETF worth $1.78M as of Q1 2026.
NorthRock Partners bought 4,299 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $381K.
iShares Expanded Tech-Software Sector ETF made up 0.03% of NorthRock Partners's portfolio in Q1 2026, its #223 holding.
NorthRock Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 9 quarters since.
NorthRock Partners's iShares Expanded Tech-Software Sector ETF position peaked at $1.89M in Q4 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.