&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 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 $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

&Partners's IGV Position: Q1 2026 in Review

&Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 11% in Q1 2026, buying an estimated $90.6K and bringing the position to 10,181 shares worth $865K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

&Partners first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

&Partners held 10,181 shares of iShares Expanded Tech-Software Sector ETF worth $865K as of Q1 2026.
&Partners bought 1,023 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $90.6K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1379 holding.
&Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
&Partners's iShares Expanded Tech-Software Sector ETF position peaked at $1.08M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.