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

Sandbox 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 		$407K Buy
5,087
+935
+23% +$82.8K 0.11% 83
2025
Q4 		$439K Buy
4,152
+4
+0.1% +$440 0.12% 79
2025
Q3 		$477K Sell
4,148
-236
-5% -$26.1K 0.14% 73
2025
Q2 		$480K Sell
4,384
-446
-9% -$44.1K 0.15% 70
2025
Q1 		$430K Sell
4,830
-2
-0% -$198 0.15% 68
2024
Q4 		$484K Buy
4,832
+159
+3% +$15.8K 0.16% 66
2024
Q3 		$418K Sell
4,673
-36
-0.8% -$3.09K 0.15% 69
2024
Q2 		$409K Sell
4,709
-199
-4% -$16.3K 0.16% 69
2024
Q1 		$419K Buy
4,908
+553
+13% +$46.7K 0.18% 67
2023
Q4 		$353K Buy
4,355
+10
+0.2% +$740 0.17% 64
2023
Q3 		$296K Buy
4,345
+35
+0.8% +$2.46K 0.16% 71
2023
Q2 		$298K Hold
4,310
– – 0.16% 74
2023
Q1 		$263K Sell
4,310
-55
-1% -$3.08K 0.16% 71
2022
Q4 		$223K Sell
4,365
-4,580
-51% -$237K 0.15% 72
2022
Q3 		$448K Sell
8,945
-2,295
-20% -$130K 0.33% 42
2022
Q2 		$606K Sell
11,240
-3,425
-23% -$201K 0.43% 35
2022
Q1 		$1.01M Sell
14,665
-1,610
-10% -$111K 0.58% 25
2021
Q4 		$1.29M Buy
16,275
+345
+2% +$28.8K 0.81% 22
2021
Q3 		$1.27M Sell
15,930
-2,385
-13% -$195K 0.91% 24
2021
Q2 		$1.43M Sell
18,315
-95
-0.5% -$6.89K 1.06% 17
2021
Q1 		$1.31M Sell
18,410
-20
-0.1% -$1.42K 1.07% 18
2020
Q4 		$1.3M Buy
+18,430
New +$1.22M 1.19% 17

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

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

Sandbox Financial Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 23% in Q1 2026, buying an estimated $82.8K and bringing the position to 5,087 shares worth $407K. The position accounts for 0.11% of the portfolio, ranked #83.

Sandbox Financial Partners first reported a position in IGV in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.43M in Q2 2021. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Sandbox Financial Partners held 5,087 shares of iShares Expanded Tech-Software Sector ETF worth $407K as of Q1 2026.
  • Sandbox Financial Partners bought 935 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $82.8K.
  • iShares Expanded Tech-Software Sector ETF made up 0.11% of Sandbox Financial Partners's portfolio in Q1 2026, its #83 holding.
  • Sandbox Financial Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 22 quarters since.
  • Sandbox Financial Partners's iShares Expanded Tech-Software Sector ETF position peaked at $1.43M in Q2 2021.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.