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&Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

&Partners’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 		$1.61M Buy
17,760
+7,579
+74% +$674K 0.01% 1146
2026
Q1 		$865K Buy
10,181
+1,023
+11% +$90.6K ﹤0.01% 1379
2025
Q4 		$991K Sell
9,158
-220
-2% -$24.2K 0.01% 1223
2025
Q3 		$1.08M Sell
9,378
-79
-0.8% -$8.74K 0.01% 1048
2025
Q2 		$1.04M Buy
9,457
+6,471
+217% +$640K 0.01% 961
2025
Q1 		$268K Buy
2,986
+626
+27% +$61.8K ﹤0.01% 1466
2024
Q4 		$239K Buy
+2,360
New +$234K ﹤0.01% 1452

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

&Partners's IGV Position: Q2 2026 in Review

&Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 74% in Q2 2026, buying an estimated $674K and bringing the position to 17,760 shares worth $1.61M. The position accounts for 0.01% of the portfolio, ranked #1146.

&Partners first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • &Partners held 17,760 shares of iShares Expanded Tech-Software Sector ETF worth $1.61M as of Q2 2026.
  • &Partners bought 7,579 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $674K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1146 holding.
  • &Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.