OneAscent Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

OneAscent Wealth 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	$2.99M	Buy	37,357 +1,509	+4%	+$134K	0.99%	15
2025 Q4	$3.79M	Sell	35,848 -2,079	-5%	-$229K	1.26%	12
2025 Q3	$4.36M	Buy	+37,927	New	+$4.2M	1.47%	11

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

OneAscent Wealth Management's IGV Position: Q1 2026 in Review

OneAscent Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.2% in Q1 2026, buying an estimated $134K and bringing the position to 37,357 shares worth $2.99M. The position accounts for 0.99% of the portfolio, ranked #15.

OneAscent Wealth Management first reported a position in IGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.36M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

OneAscent Wealth Management held 37,357 shares of iShares Expanded Tech-Software Sector ETF worth $2.99M as of Q1 2026.
OneAscent Wealth Management bought 1,509 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $134K.
iShares Expanded Tech-Software Sector ETF made up 0.99% of OneAscent Wealth Management's portfolio in Q1 2026, its #15 holding.
OneAscent Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 3 quarters since.
OneAscent Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $4.36M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

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