RPC
IGV icon

Rossmore Private Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Rossmore Private 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
Q2 		$174K Hold
1,918
– – 0.01% 305
2026
Q1 		$154K Buy
1,918
+1,185
+162% +$105K 0.01% 293
2025
Q4 		$77.5K Buy
+733
New +$80.6K 0.01% 312

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Rossmore Private Capital's IGV Position: Q2 2026 in Review

Rossmore Private Capital held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 1,918 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #305.

Rossmore Private Capital first reported a position in IGV in Q4 2025 and has held it in 3 quarters since. 484 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Rossmore Private Capital held 1,918 shares of iShares Expanded Tech-Software Sector ETF worth $174K as of Q2 2026.
  • Rossmore Private Capital left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #305 holding.
  • Rossmore Private Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • 484 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.