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Novare Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Novare Capital 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 		$11.2M Buy
140,354
+127,254
+971% +$11.3M 0.89% 41
2025
Q4 		$1.38M Buy
13,100
+1,250
+11% +$137K 0.1% 100
2025
Q3 		$1.36M Sell
11,850
-225
-2% -$24.9K 0.1% 105
2025
Q2 		$1.32M Sell
12,075
-75
-0.6% -$7.42K 0.11% 108
2025
Q1 		$1.08M Sell
12,150
-650
-5% -$64.2K 0.09% 111
2024
Q4 		$1.28M Buy
12,800
+250
+2% +$24.8K 0.11% 105
2024
Q3 		$1.12M Sell
12,550
-710
-5% -$60.9K 0.1% 106
2024
Q2 		$1.15M Hold
13,260
– – 0.1% 107
2024
Q1 		$1.13M Buy
13,260
+4,535
+52% +$383K 0.1% 106
2023
Q4 		$708K Hold
8,725
– – 0.07% 117
2023
Q3 		$595K Sell
8,725
-550
-6% -$38.6K 0.07% 119
2023
Q2 		$642K Sell
9,275
-1,525
-14% -$95.8K 0.07% 121
2023
Q1 		$658K Sell
10,800
-10,150
-48% -$569K 0.07% 114
2022
Q4 		$1.07M Sell
20,950
-6,370
-23% -$330K 0.13% 103
2022
Q3 		$1.37M Buy
+27,320
New +$1.55M 0.18% 86

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Novare Capital Management's IGV Position: Q1 2026 in Review

Novare Capital Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 971% in Q1 2026, buying an estimated $11.3M and bringing the position to 140,354 shares worth $11.2M. The position accounts for 0.89% of the portfolio, ranked #41.

Novare Capital Management first reported a position in IGV in Q3 2022 and has held it in 15 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Novare Capital Management held 140,354 shares of iShares Expanded Tech-Software Sector ETF worth $11.2M as of Q1 2026.
  • Novare Capital Management bought 127,254 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $11.3M.
  • iShares Expanded Tech-Software Sector ETF made up 0.89% of Novare Capital Management's portfolio in Q1 2026, its #41 holding.
  • Novare Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2022 and has held it in 15 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.