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 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 $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Rothschild Capital Partners's IGV Position: Q1 2026 in Review

Rothschild Capital Partners opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026: 9,384 shares worth $751K. The stake represents 0.18% of the portfolio and ranks #49 among its holdings. This is a return to the name: Rothschild Capital Partners previously reported a position in IGV as recently as Q4 2021.

Rothschild Capital Partners first reported a position in IGV in Q2 2021 and has held it in 4 quarters since. The position peaked at $2.85M in Q4 2021. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Rothschild Capital Partners held 9,384 shares of iShares Expanded Tech-Software Sector ETF worth $751K as of Q1 2026.
iShares Expanded Tech-Software Sector ETF was a new Rothschild Capital Partners position in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up 0.18% of Rothschild Capital Partners's portfolio in Q1 2026, its #49 holding.
Rothschild Capital Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2021 and has held it in 4 quarters since.
Rothschild Capital Partners's iShares Expanded Tech-Software Sector ETF position peaked at $2.85M in Q4 2021.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Rothschild Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.