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

Raymond James 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	–	Sell	-600	Closed	-$66K	–	5362
2025 Q4	$66K	Buy	+600	New	+$66K	﹤0.01%	4983
2025 Q3	–	Sell	-1,600	Closed	-$170K	–	5791
2025 Q2	$170K	Buy	+1,600	New	+$158K	﹤0.01%	4601

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

Raymond James Financial's IGV Position: Q1 2026 in Review

Raymond James Financial increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 92% in Q1 2026, buying an estimated $24.5M and bringing the position to 577,550 shares worth $46.2M. The position accounts for 0.01% of the portfolio, ranked #903.

Raymond James Financial first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $263M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Raymond James Financial held 577,550 shares of iShares Expanded Tech-Software Sector ETF worth $46.2M as of Q1 2026.
Raymond James Financial bought 276,894 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $24.5M.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #903 holding.
Raymond James Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
Raymond James Financial's iShares Expanded Tech-Software Sector ETF position peaked at $263M in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.