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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
Q2 		– Sell
-4,058
Closed -$325K – 262
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 $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

OneAscent Family Office's IGV Position: Q2 2026 in Review

OneAscent Family Office sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 4,058 shares — an estimated $325K sold.

OneAscent Family Office first reported a position in IGV in Q3 2025 and held it in 3 quarters. The position peaked at $347K in Q4 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • OneAscent Family Office reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • OneAscent Family Office sold 4,058 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $325K.
  • OneAscent Family Office first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and held it in 3 quarters.
  • OneAscent Family Office's iShares Expanded Tech-Software Sector ETF position peaked at $347K in Q4 2025.
  • 889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.