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Phoenix Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Phoenix Financial’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 		$104M Sell
1,295,294
-25,706
-2% -$2.28M 0.98% 25
2025
Q4 		$140M Buy
1,321,000
+315
+0% +$34.6K 1.51% 18
2025
Q3 		$152M Sell
1,320,685
-31,868
-2% -$3.53M 1.85% 15
2025
Q2 		$148M Buy
1,352,553
+3,139
+0.2% +$310K 1.95% 15
2025
Q1 		$120M Buy
1,349,414
+1,760
+0.1% +$174K 1.84% 19
2024
Q4 		$135M Buy
1,347,654
+1,221,164
+965% +$121M 1.84% 16
2024
Q3 		$11.3M Sell
126,490
-6,138
-5% -$526K 0.17% 85
2024
Q2 		$11.5M Buy
132,628
+2,565
+2% +$211K 0.18% 75
2024
Q1 		$11.1M Buy
130,063
+28,693
+28% +$2.42M 0.15% 76
2023
Q4 		$8.22M Buy
101,370
+33,480
+49% +$2.48M 0.14% 78
2023
Q3 		$4.63M Buy
67,890
+580
+0.9% +$40.7K 0.08% 111
2023
Q2 		$4.66M Sell
67,310
-78,005
-54% -$4.9M 0.1% 97
2023
Q1 		$8.86M Buy
145,315
+2,440
+2% +$137K 0.2% 61
2022
Q4 		$7.31M Sell
142,875
-2,315
-2% -$120K 0.14% 75
2022
Q3 		$7.28M Sell
145,190
-979,495
-87% -$55.7M 0.16% 81
2022
Q2 		$60.6M Buy
1,124,685
+948,225
+537% +$55.7M 1.24% 25
2022
Q1 		$12.2M Buy
176,460
+76,180
+76% +$5.23M 0.2% 93
2021
Q4 		$7.97M Buy
100,280
+10,000
+11% +$835K 0.13% 107
2021
Q3 		$7.21M Buy
90,280
+3,485
+4% +$284K 0.12% 110
2021
Q2 		$6.77M Sell
86,795
-61,160
-41% -$4.43M 0.13% 129
2021
Q1 		$10.1M Buy
147,955
+90,115
+156% +$6.39M 0.23% 109
2020
Q4 		$4.09M Sell
57,840
-6,875
-11% -$455K 0.11% 150
2020
Q3 		$3.79M Buy
64,715
+375
+0.6% +$22.5K 0.16% 113
2020
Q2 		$3.48M Sell
64,340
-38,000
-37% -$1.91M 0.15% 122
2020
Q1 		$4.2M Buy
102,340
+52,140
+104% +$2.47M 0.21% 112
2019
Q4 		$2.33M Sell
50,200
-13,500
-21% -$599K 0.1% 133
2019
Q3 		$2.55M Buy
+63,700
New +$2.79M 0.12% 123

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 $445B AUM 25.58% 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

Phoenix Financial's IGV Position: Q1 2026 in Review

Phoenix Financial reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.9% in Q1 2026, selling an estimated $2.28M and leaving 1,295,294 shares worth $104M. The position accounts for 0.98% of the portfolio, ranked #25.

Phoenix Financial first reported a position in IGV in Q3 2019 and has held it in 27 quarters since. The position peaked at $152M in Q3 2025. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Phoenix Financial held 1,295,294 shares of iShares Expanded Tech-Software Sector ETF worth $104M as of Q1 2026.
  • Phoenix Financial sold 25,706 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $2.28M.
  • iShares Expanded Tech-Software Sector ETF made up 0.98% of Phoenix Financial's portfolio in Q1 2026, its #25 holding.
  • Phoenix Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and has held it in 27 quarters since.
  • Phoenix Financial's iShares Expanded Tech-Software Sector ETF position peaked at $152M in Q3 2025.
  • 762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.