Principal Securities’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Principal Securities’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	$6.7M	Buy	73,948 +61,610	+499%	+$5.48M	0.08%	221
2026 Q1	$988K	Buy	12,338 +1,500	+14%	+$133K	0.01%	731
2025 Q4	$1.15M	Buy	10,838 +594	+6%	+$65.3K	0.02%	657
2025 Q3	$1.18M	Sell	10,244 -1,064	-9%	-$118K	0.02%	623
2025 Q2	$1.24M	Buy	11,308 +1,883	+20%	+$186K	0.02%	554
2025 Q1	$944K	Hold	9,425	–	–	0.02%	574
2024 Q4	$944K	Buy	9,425 +2,784	+42%	+$276K	0.02%	572
2024 Q3	$594K	Sell	6,641 -1,986	-23%	-$170K	0.01%	700
2024 Q2	$750K	Buy	8,627 +2,009	+30%	+$165K	0.02%	569
2024 Q1	$564K	Buy	6,618 +1,998	+43%	+$169K	0.02%	618
2023 Q4	$375K	Buy	+4,620	New	+$342K	0.01%	719

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Principal Securities's IGV Position: Q2 2026 in Review

Principal Securities increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 499% in Q2 2026, buying an estimated $5.48M and bringing the position to 73,948 shares worth $6.7M. The position accounts for 0.08% of the portfolio, ranked #221.

Principal Securities first reported a position in IGV in Q4 2023 and has held it in 11 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Principal Securities held 73,948 shares of iShares Expanded Tech-Software Sector ETF worth $6.7M as of Q2 2026.
Principal Securities bought 61,610 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $5.48M.
iShares Expanded Tech-Software Sector ETF made up 0.08% of Principal Securities's portfolio in Q2 2026, its #221 holding.
Principal Securities first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 11 quarters since.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.