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 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 $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

Principal Securities's IGV Position: Q1 2026 in Review

Principal Securities increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 14% in Q1 2026, buying an estimated $133K and bringing the position to 12,338 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #731.

Principal Securities first reported a position in IGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Principal Securities held 12,338 shares of iShares Expanded Tech-Software Sector ETF worth $988K as of Q1 2026.
Principal Securities bought 1,500 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $133K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Principal Securities's portfolio in Q1 2026, its #731 holding.
Principal Securities first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 10 quarters since.
Principal Securities's iShares Expanded Tech-Software Sector ETF position peaked at $1.24M in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.