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Pallas Capital Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pallas Capital Advisors’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 		$3.01M Buy
37,631
+32,855
+688% +$2.91M 0.11% 153
2025
Q4 		$505K Sell
4,776
-145
-3% -$15.9K 0.02% 530
2025
Q3 		$566K Sell
4,921
-329
-6% -$36.4K 0.02% 488
2025
Q2 		$575K Sell
5,250
-113
-2% -$11.2K 0.02% 462
2025
Q1 		$477K Sell
5,363
-529
-9% -$52.2K 0.02% 479
2024
Q4 		$590K Sell
5,892
-15
-0.3% -$1.49K 0.03% 335
2024
Q3 		$542K Sell
5,907
-240
-4% -$20.6K 0.02% 334
2024
Q2 		$523K Sell
6,147
-62
-1% -$5.09K 0.02% 305
2024
Q1 		$529K Sell
6,209
-1,351
-18% -$114K 0.02% 276
2023
Q4 		$613K Buy
+7,560
New +$559K 0.03% 245
2023
Q2 		– Sell
-7,110
Closed -$425K – 278
2023
Q1 		$425K Sell
7,110
-11,170
-61% -$626K 0.04% 194
2022
Q4 		$987K Buy
+18,280
New +$947K 0.1% 152

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 $303B AUM 53.02% 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

Pallas Capital Advisors's IGV Position: Q1 2026 in Review

Pallas Capital Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 688% in Q1 2026, buying an estimated $2.91M and bringing the position to 37,631 shares worth $3.01M. The position accounts for 0.11% of the portfolio, ranked #153.

Pallas Capital Advisors first reported a position in IGV in Q4 2022 and has held it in 12 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Pallas Capital Advisors held 37,631 shares of iShares Expanded Tech-Software Sector ETF worth $3.01M as of Q1 2026.
  • Pallas Capital Advisors bought 32,855 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $2.91M.
  • iShares Expanded Tech-Software Sector ETF made up 0.11% of Pallas Capital Advisors's portfolio in Q1 2026, its #153 holding.
  • Pallas Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 12 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.