Partners Capital Investment Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Partners Capital Investment Group’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	$2M	Buy	22,081 +2,882	+15%	+$256K	0.07%	93
2026 Q1	$1.54M	Buy	19,199 +6,030	+46%	+$534K	0.06%	99
2025 Q4	$1.39M	Buy	13,169 +7,044	+115%	+$774K	0.05%	102
2025 Q3	$704K	Hold	6,125	–	–	0.03%	119
2025 Q2	$671K	Buy	+6,125	New	+$606K	0.03%	117

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Partners Capital Investment Group's IGV Position: Q2 2026 in Review

Partners Capital Investment Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 15% in Q2 2026, buying an estimated $256K and bringing the position to 22,081 shares worth $2M. The position accounts for 0.07% of the portfolio, ranked #93.

Partners Capital Investment Group first reported a position in IGV in Q2 2025 and has held it in 5 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Partners Capital Investment Group held 22,081 shares of iShares Expanded Tech-Software Sector ETF worth $2M as of Q2 2026.
Partners Capital Investment Group bought 2,882 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $256K.
iShares Expanded Tech-Software Sector ETF made up 0.07% of Partners Capital Investment Group's portfolio in Q2 2026, its #93 holding.
Partners Capital Investment Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 5 quarters since.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.