Principle Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Principle Wealth Partners’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	$9.91M	Buy	109,340 +4,835	+5%	+$430K	0.49%	44
2026 Q1	$8.37M	Buy	104,505 +9,442	+10%	+$836K	0.48%	48
2025 Q4	$10M	Buy	95,063 +12,844	+16%	+$1.41M	0.57%	40
2025 Q3	$9.46M	Sell	82,219 -1,611	-2%	-$178K	0.55%	39
2025 Q2	$9.18M	Sell	83,830 -8,281	-9%	-$819K	0.57%	37
2025 Q1	$8.2M	Sell	92,111 -773	-0.8%	-$76.3K	0.59%	41
2024 Q4	$9.3M	Sell	92,884 -3,211	-3%	-$318K	0.65%	38
2024 Q3	$8.59M	Sell	96,095 -7,125	-7%	-$611K	0.61%	41
2024 Q2	$8.97M	Buy	103,220 +6,885	+7%	+$566K	0.68%	38
2024 Q1	$8.21M	Sell	96,335 -2,510	-3%	-$212K	0.64%	40
2023 Q4	$8.02M	Buy	98,845 +12,560	+15%	+$929K	0.69%	37
2023 Q3	$5.89M	Sell	86,285 -425	-0.5%	-$29.8K	0.59%	46
2023 Q2	$6M	Buy	86,710 +62,335	+256%	+$3.91M	0.6%	40
2023 Q1	$1.49M	Buy	+24,375	New	+$1.37M	0.16%	111

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

Principle Wealth Partners's IGV Position: Q2 2026 in Review

Principle Wealth Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.6% in Q2 2026, buying an estimated $430K and bringing the position to 109,340 shares worth $9.91M. The position accounts for 0.49% of the portfolio, ranked #44.

Principle Wealth Partners first reported a position in IGV in Q1 2023 and has held it in 14 quarters since. The position peaked at $10M in Q4 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Principle Wealth Partners held 109,340 shares of iShares Expanded Tech-Software Sector ETF worth $9.91M as of Q2 2026.
Principle Wealth Partners bought 4,835 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $430K.
iShares Expanded Tech-Software Sector ETF made up 0.49% of Principle Wealth Partners's portfolio in Q2 2026, its #44 holding.
Principle Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and has held it in 14 quarters since.
Principle Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $10M in Q4 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.