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Perennial Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Perennial Investment 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 		$1M Buy
12,538
+5,813
+86% +$515K 0.08% 192
2025
Q4 		$711K Buy
+6,725
New +$739K 0.06% 233

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

Perennial Investment Advisors's IGV Position: Q1 2026 in Review

Perennial Investment Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 86% in Q1 2026, buying an estimated $515K and bringing the position to 12,538 shares worth $1M. The position accounts for 0.08% of the portfolio, ranked #192.

Perennial Investment Advisors first reported a position in IGV in Q4 2025 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Perennial Investment Advisors held 12,538 shares of iShares Expanded Tech-Software Sector ETF worth $1M as of Q1 2026.
  • Perennial Investment Advisors bought 5,813 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $515K.
  • iShares Expanded Tech-Software Sector ETF made up 0.08% of Perennial Investment Advisors's portfolio in Q1 2026, its #192 holding.
  • Perennial Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.