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Robertson Stephens Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Robertson Stephens Wealth Management’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
-2,297
Closed -$243K – 639
2025
Q4 		$243K Buy
2,297
+118
+5% +$13K 0.01% 558
2025
Q3 		$251K Buy
2,179
+75
+4% +$8.3K 0.01% 479
2025
Q2 		$230K Buy
+2,104
New +$208K 0.01% 511
2025
Q1 		– Sell
-2,493
Closed -$250K – 567
2024
Q4 		$250K Sell
2,493
-467
-16% -$46.3K 0.01% 505
2024
Q3 		$265K Sell
2,960
-499
-14% -$42.8K 0.01% 542
2024
Q2 		$301K Sell
3,459
-2,387
-41% -$196K 0.02% 414
2024
Q1 		$498K Sell
5,846
-18,469
-76% -$1.56M 0.03% 341
2023
Q4 		$1.97M Sell
24,315
-40,730
-63% -$3.01M 0.12% 141
2023
Q3 		$4.44M Buy
65,045
+4,605
+8% +$323K 0.3% 71
2023
Q2 		$4.18M Buy
60,440
+47,650
+373% +$2.99M 0.3% 75
2023
Q1 		$779K Buy
+12,790
New +$717K 0.06% 230
2021
Q4 		– Sell
-16,190
Closed -$1.29M – 387
2021
Q3 		$1.29M Sell
16,190
-1,500
-8% -$122K 0.15% 95
2021
Q2 		$1.38M Buy
17,690
+1,500
+9% +$109K 0.17% 98
2021
Q1 		$1.1M Hold
16,190
– – 0.18% 97
2020
Q4 		$1.15M Buy
16,190
+3,305
+26% +$219K 0.24% 80
2020
Q3 		$801K Hold
12,885
– – 0.2% 95
2020
Q2 		$732K Hold
12,885
– – 0.21% 86
2020
Q1 		$542K Buy
12,885
+8,120
+170% +$384K 0.19% 99
2019
Q4 		$222K Hold
4,765
– – 0.11% 97
2019
Q3 		$202K Buy
+4,765
New +$208K 0.1% 120

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
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

Robertson Stephens Wealth Management's IGV Position: Q1 2026 in Review

Robertson Stephens Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 2,297 shares — an estimated $243K sold.

Robertson Stephens Wealth Management first reported a position in IGV in Q3 2019 and held it in 20 quarters. The position peaked at $4.44M in Q3 2023. 764 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Robertson Stephens Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,297 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $243K.
  • Robertson Stephens Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and held it in 20 quarters.
  • Robertson Stephens Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $4.44M in Q3 2023.
  • 764 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.