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Ogorek Anthony Joseph’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ogorek Anthony Joseph’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 		$217K Hold
2,711
– – 0.06% 74
2025
Q4 		$286K Hold
2,711
– – 0.08% 63
2025
Q3 		$311K Hold
2,711
– – 0.09% 60
2025
Q2 		$296K Sell
2,711
-110
-4% -$10.9K 0.09% 58
2025
Q1 		$251K Sell
2,821
-5
-0.2% -$494 0.08% 63
2024
Q4 		$282K Sell
2,826
-271
-9% -$26.9K 0.09% 57
2024
Q3 		$276K Sell
3,097
-75
-2% -$6.43K 0.09% 51
2024
Q2 		$275K Sell
3,172
-78
-2% -$6.41K 0.1% 53
2024
Q1 		$277K Hold
3,250
– – 0.1% 52
2023
Q4 		$263K Sell
3,250
-30
-0.9% -$2.22K 0.1% 54
2023
Q3 		$223K Sell
3,280
-65
-2% -$4.56K 0.09% 71
2023
Q2 		$231K Sell
3,345
-745
-18% -$46.8K 0.09% 67
2023
Q1 		$249K Sell
4,090
-335
-8% -$18.8K 0.1% 65
2022
Q4 		$226K Sell
4,425
-10
-0.2% -$518 0.1% 58
2022
Q3 		$221K Sell
4,435
-125
-3% -$7.1K 0.11% 55
2022
Q2 		$245K Sell
4,560
-38,810
-89% -$2.28M 0.11% 55
2022
Q1 		$2.99M Sell
43,370
-30,075
-41% -$2.07M 1.23% 22
2021
Q4 		$5.84M Sell
73,445
-4,515
-6% -$377K 2.49% 9
2021
Q3 		$6.22M Sell
77,960
-390
-0.5% -$31.8K 2.84% 8
2021
Q2 		$6.11M Sell
78,350
-430
-0.5% -$31.2K 2.74% 9
2021
Q1 		$5.38M Sell
78,780
-106,325
-57% -$7.54M 2.65% 10
2020
Q4 		$13.1M Buy
185,105
+6,635
+4% +$440K 7.02% 4
2020
Q3 		$11.1M Sell
178,470
-915
-0.5% -$55K 6.54% 5
2020
Q2 		$10.2M Buy
179,385
+87,255
+95% +$4.38M 7.21% 5
2020
Q1 		$3.87M Buy
+92,130
New +$4.36M 2.11% 13

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

Ogorek Anthony Joseph's IGV Position: Q1 2026 in Review

Ogorek Anthony Joseph held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 2,711 shares worth $217K. The position accounts for 0.06% of the portfolio, ranked #74.

Ogorek Anthony Joseph first reported a position in IGV in Q1 2020 and has held it in 25 quarters since. The position peaked at $13.1M in Q4 2020. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Ogorek Anthony Joseph held 2,711 shares of iShares Expanded Tech-Software Sector ETF worth $217K as of Q1 2026.
  • Ogorek Anthony Joseph left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Ogorek Anthony Joseph's portfolio in Q1 2026, its #74 holding.
  • Ogorek Anthony Joseph first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 25 quarters since.
  • Ogorek Anthony Joseph's iShares Expanded Tech-Software Sector ETF position peaked at $13.1M in Q4 2020.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.