Rothschild Capital Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Rothschild Capital 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 Q2	–	Sell	-9,384	Closed	-$751K	–	93
2026 Q1	$751K	Buy	+9,384	New	+$831K	0.18%	49
2022 Q1	–	Sell	-35,780	Closed	-$2.85M	–	33
2021 Q4	$2.85M	Buy	35,780 +630	+2%	+$52.6K	0.85%	32
2021 Q3	$2.81M	Buy	35,150 +615	+2%	+$50.2K	0.9%	35
2021 Q2	$2.69M	Buy	+34,535	New	+$2.5M	0.86%	32

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Rothschild Capital Partners's IGV Position: Q2 2026 in Review

Rothschild Capital Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 9,384 shares — an estimated $751K sold.

Rothschild Capital Partners first reported a position in IGV in Q2 2021 and held it in 4 quarters. The position peaked at $2.85M in Q4 2021. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Rothschild Capital Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Rothschild Capital Partners sold 9,384 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $751K.
Rothschild Capital Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and held it in 4 quarters.
Rothschild Capital Partners's iShares Expanded Tech-Software Sector ETF position peaked at $2.85M in Q4 2021.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Rothschild Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.