Sanders Morris Harris’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sanders Morris Harris’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	-67,233	Closed	-$1.04M	–	166
2026 Q1	$1.04M	Buy	+67,233	New	+$5.95M	0.17%	114
2025 Q4	–	Sell	-11,100	Closed	-$1.28M	–	153
2025 Q3	$1.28M	Buy	+11,100	New	+$1.23M	0.17%	84
2025 Q2	–	Sell	-11,150	Closed	-$1.01M	–	223
2025 Q1	$1.01M	Buy	11,150 +900	+9%	+$88.9K	0.16%	90
2024 Q4	$1.03M	Hold	10,250	–	–	0.15%	102
2024 Q3	$916K	Sell	10,250 -44,260	-81%	-$3.79M	0.15%	100
2024 Q2	$4.74M	Buy	+54,510	New	+$4.48M	0.78%	26
2024 Q1	–	Sell	-10,280	Closed	-$816K	–	278
2023 Q4	$816K	Buy	+10,280	New	+$761K	0.4%	62
2022 Q3	–	Sell	-193,215	Closed	-$10.6M	–	301
2022 Q2	$10.6M	Buy	+193,215	New	+$11.4M	2.32%	7

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

Sanders Morris Harris's IGV Position: Q2 2026 in Review

Sanders Morris Harris sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 67,233 shares — an estimated $1.04M sold.

Sanders Morris Harris first reported a position in IGV in Q2 2022 and held it in 8 quarters. The position peaked at $10.6M in Q2 2022. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sanders Morris Harris reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Sanders Morris Harris sold 67,233 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.04M.
Sanders Morris Harris first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and held it in 8 quarters.
Sanders Morris Harris's iShares Expanded Tech-Software Sector ETF position peaked at $10.6M in Q2 2022.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.