Ring Mountain Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ring Mountain Capital’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	-2,441	Closed	-$240K	–	100
2025 Q4	$240K	Sell	2,441 -123	-5%	-$13.5K	0.12%	86
2025 Q3	$295K	Sell	2,564 -163	-6%	-$18K	0.16%	80
2025 Q2	$303K	Sell	2,727 -17	-0.6%	-$1.68K	0.18%	77
2025 Q1	$244K	Sell	2,744 -339	-11%	-$33.5K	0.18%	77
2024 Q4	$309K	Buy	+3,083	New	+$305K	0.21%	71

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Ring Mountain Capital's IGV Position: Q1 2026 in Review

Ring Mountain Capital sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 2,441 shares — an estimated $240K sold.

Ring Mountain Capital first reported a position in IGV in Q4 2024 and held it in 5 quarters. The position peaked at $309K in Q4 2024. 764 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Ring Mountain Capital reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Ring Mountain Capital sold 2,441 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $240K.
Ring Mountain Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 5 quarters.
Ring Mountain Capital's iShares Expanded Tech-Software Sector ETF position peaked at $309K in Q4 2024.
764 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Ring Mountain Capital's 13F filing for Q1 2026, filed 1 May 2026.