Osaic Holdings
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Osaic Holdings’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Osaic Holdings’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 		$50M Buy
552,079
+344,366
+166% +$30.6M 0.06% 334
2026
Q1 		$16.6M Sell
207,713
-93,758
-31% -$8.3M 0.02% 647
2025
Q4 		$31.9M Sell
301,471
-42,993
-12% -$4.73M 0.05% 413
2025
Q3 		$38.3M Sell
344,464
-20,053
-6% -$2.22M 0.05% 377
2025
Q2 		$39.4M Buy
364,517
+14,227
+4% +$1.41M 0.07% 290
2025
Q1 		$31.2M Sell
350,290
-7,279
-2% -$719K 0.07% 284
2024
Q4 		$35.8M Buy
357,569
+21,090
+6% +$2.09M 0.08% 248
2024
Q3 		$30.1M Sell
336,479
-21,222
-6% -$1.82M 0.07% 282
2024
Q2 		$31.1M Sell
357,701
-41,652
-10% -$3.42M 0.07% 272
2024
Q1 		$34M Sell
399,353
-58,212
-13% -$4.91M 0.08% 259
2023
Q4 		$37.1M Sell
457,565
-33,660
-7% -$2.49M 0.06% 276
2023
Q3 		$33.5M Buy
491,225
+235,300
+92% +$16.5M 0.05% 364
2023
Q2 		$17.7M Buy
255,925
+40,355
+19% +$2.53M 0.03% 509
2023
Q1 		$13.1M Buy
215,570
+47,705
+28% +$2.67M 0.02% 624
2022
Q4 		$8.59M Buy
167,865
+7,335
+5% +$380K 0.02% 811
2022
Q3 		$8.03M Buy
160,530
+830
+0.5% +$47.2K 0.02% 761
2022
Q2 		$8.61M Sell
159,700
-53,690
-25% -$3.16M 0.02% 742
2022
Q1 		$14.7M Sell
213,390
-10,230
-5% -$703K 0.03% 561
2021
Q4 		$17.8M Sell
223,620
-70,630
-24% -$5.9M 0.03% 466
2021
Q3 		$23.5M Buy
294,250
+70,580
+32% +$5.76M 0.05% 350
2021
Q2 		$17.4M Sell
223,670
-6,815
-3% -$494K 0.04% 433
2021
Q1 		$15.7M Sell
230,485
-6,245
-3% -$443K 0.04% 421
2020
Q4 		$16.8M Buy
236,730
+10,065
+4% +$667K 0.04% 365
2020
Q3 		$14.1M Buy
226,665
+52,330
+30% +$3.14M 0.04% 367
2020
Q2 		$9.91M Sell
174,335
-26,975
-13% -$1.35M 0.03% 448
2020
Q1 		$6.74M Buy
+201,310
New +$9.52M 0.03% 503

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

Osaic Holdings's IGV Position: Q2 2026 in Review

Osaic Holdings increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 166% in Q2 2026, buying an estimated $30.6M and bringing the position to 552,079 shares worth $50M. The position accounts for 0.06% of the portfolio, ranked #334.

Osaic Holdings first reported a position in IGV in Q1 2020 and has held it in 26 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Osaic Holdings held 552,079 shares of iShares Expanded Tech-Software Sector ETF worth $50M as of Q2 2026.
  • Osaic Holdings bought 344,366 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $30.6M.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Osaic Holdings's portfolio in Q2 2026, its #334 holding.
  • Osaic Holdings first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 26 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.