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Root Financial Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Root Financial 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
Q1 		$64.4K Sell
805
-284
-26% -$25.1K ﹤0.01% 753
2025
Q4 		$115K Sell
1,089
-11
-1% -$1.21K 0.01% 423
2025
Q3 		$127K Buy
+1,100
New +$122K 0.01% 367

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Root Financial Partners's IGV Position: Q1 2026 in Review

Root Financial Partners reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 26% in Q1 2026, selling an estimated $25.1K and leaving 805 shares worth $64.4K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Root Financial Partners first reported a position in IGV in Q3 2025 and has held it in 3 quarters since. The position peaked at $127K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Root Financial Partners held 805 shares of iShares Expanded Tech-Software Sector ETF worth $64.4K as of Q1 2026.
  • Root Financial Partners sold 284 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $25.1K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #753 holding.
  • Root Financial Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's iShares Expanded Tech-Software Sector ETF position peaked at $127K in Q3 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.