OneAscent Family Office’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

OneAscent Family Office’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	$325K	Buy	4,058 +771	+23%	+$68.2K	0.23%	107
2025 Q4	$347K	Buy	3,287 +821	+33%	+$90.2K	0.24%	100
2025 Q3	$284K	Buy	+2,466	New	+$273K	0.23%	107

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 $303B AUM 53.02% 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 $445B AUM 25.58% 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

OneAscent Family Office's IGV Position: Q1 2026 in Review

OneAscent Family Office increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 23% in Q1 2026, buying an estimated $68.2K and bringing the position to 4,058 shares worth $325K. The position accounts for 0.23% of the portfolio, ranked #107.

OneAscent Family Office first reported a position in IGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $347K in Q4 2025. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

OneAscent Family Office held 4,058 shares of iShares Expanded Tech-Software Sector ETF worth $325K as of Q1 2026.
OneAscent Family Office bought 771 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $68.2K.
iShares Expanded Tech-Software Sector ETF made up 0.23% of OneAscent Family Office's portfolio in Q1 2026, its #107 holding.
OneAscent Family Office first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 3 quarters since.
OneAscent Family Office's iShares Expanded Tech-Software Sector ETF position peaked at $347K in Q4 2025.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.