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Pinnacle Associates’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Pinnacle Associates’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 		$898K Sell
11,223
-1,932
-15% -$171K 0.01% 533
2025
Q4 		$1.39M Sell
13,155
-2,125
-14% -$234K 0.02% 464
2025
Q3 		$1.76M Sell
15,280
-115
-0.7% -$12.7K 0.02% 407
2025
Q2 		$1.69M Sell
15,395
-137
-0.9% -$13.5K 0.02% 404
2025
Q1 		$1.38M Sell
15,532
-185
-1% -$18.3K 0.02% 434
2024
Q4 		$1.57M Buy
15,717
+12,932
+464% +$1.28M 0.02% 408
2024
Q3 		$1.13M Sell
2,785
-12,947
-82% -$1.11M 0.02% 449
2024
Q2 		$1.37M Buy
15,732
+24
+0.2% +$1.97K 0.02% 416
2024
Q1 		$1.34M Buy
15,708
+1,783
+13% +$150K 0.02% 433
2023
Q4 		$1.13M Sell
13,925
-1,125
-7% -$83.2K 0.02% 457
2023
Q3 		$1.03M Buy
15,050
+375
+3% +$26.3K 0.02% 452
2023
Q2 		$1.02M Hold
14,675
– – 0.02% 468
2023
Q1 		$894K Sell
14,675
-400
-3% -$22.4K 0.02% 429
2022
Q4 		$771K Sell
15,075
-500
-3% -$25.9K 0.02% 443
2022
Q3 		$779K Sell
15,575
-750
-5% -$42.6K 0.02% 437
2022
Q2 		$880K Buy
16,325
+125
+0.8% +$7.35K 0.02% 430
2022
Q1 		$1.12M Buy
16,200
+950
+6% +$65.2K 0.02% 429
2021
Q4 		$1.21M Sell
15,250
-700
-4% -$58.5K 0.02% 417
2021
Q3 		$1.27M Buy
15,950
+50
+0.3% +$4.08K 0.02% 402
2021
Q2 		$1.24M Buy
15,900
+5,200
+49% +$377K 0.02% 400
2021
Q1 		$731K Sell
10,700
-1,045
-9% -$74.1K 0.01% 468
2020
Q4 		$832K Buy
11,745
+375
+3% +$24.8K 0.02% 425
2020
Q3 		$707K Hold
11,370
– – 0.02% 436
2020
Q2 		$646K Hold
11,370
– – 0.02% 443
2020
Q1 		$478K Buy
+11,370
New +$538K 0.01% 482

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 $235B AUM 32.99% 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

Pinnacle Associates's IGV Position: Q1 2026 in Review

Pinnacle Associates reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 15% in Q1 2026, selling an estimated $171K and leaving 11,223 shares worth $898K. The position accounts for 0.01% of the portfolio, ranked #533.

Pinnacle Associates first reported a position in IGV in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.76M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Pinnacle Associates held 11,223 shares of iShares Expanded Tech-Software Sector ETF worth $898K as of Q1 2026.
  • Pinnacle Associates sold 1,932 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $171K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Pinnacle Associates's portfolio in Q1 2026, its #533 holding.
  • Pinnacle Associates first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 25 quarters since.
  • Pinnacle Associates's iShares Expanded Tech-Software Sector ETF position peaked at $1.76M in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.