SWM
IGV icon

Segment Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Segment Wealth Management’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 		– Sell
-14,481
Closed -$1.53M – 330
2025
Q4 		$1.53M Sell
14,481
-15
-0.1% -$1.65K 0.09% 123
2025
Q3 		$1.67M Sell
14,496
-4,384
-23% -$485K 0.1% 118
2025
Q2 		$2.07M Sell
18,880
-8
-0% -$791 0.13% 107
2025
Q1 		$1.68M Sell
18,888
-325
-2% -$32.1K 0.11% 111
2024
Q4 		$1.92M Sell
19,213
-360
-2% -$35.7K 0.13% 98
2024
Q3 		$1.75M Sell
19,573
-3,185
-14% -$273K 0.12% 105
2024
Q2 		$1.98M Sell
22,758
-257
-1% -$21.1K 0.15% 99
2024
Q1 		$1.96M Sell
23,015
-375
-2% -$31.6K 0.15% 97
2023
Q4 		$1.9M Sell
23,390
-250
-1% -$18.5K 0.17% 92
2023
Q3 		$1.61M Sell
23,640
-110
-0.5% -$7.72K 0.16% 94
2023
Q2 		$1.64M Buy
23,750
+895
+4% +$56.2K 0.17% 94
2023
Q1 		$1.39M Sell
22,855
-50
-0.2% -$2.8K 0.16% 90
2022
Q4 		$1.17M Sell
22,905
-1,875
-8% -$97.2K 0.14% 100
2022
Q3 		$1.24M Buy
24,780
+2,565
+12% +$146K 0.15% 91
2022
Q2 		$1.2M Buy
22,215
+550
+3% +$32.3K 0.15% 92
2022
Q1 		$1.5M Sell
21,665
-2,200
-9% -$151K 0.15% 101
2021
Q4 		$1.9M Buy
23,865
+4,680
+24% +$391K 0.2% 94
2021
Q3 		$1.53M Buy
19,185
+1,215
+7% +$99.2K 0.18% 97
2021
Q2 		$1.4M Buy
17,970
+1,825
+11% +$132K 0.17% 99
2021
Q1 		$1.1M Buy
16,145
+330
+2% +$23.4K 0.15% 105
2020
Q4 		$1.12M Buy
15,815
+3,445
+28% +$228K 0.16% 99
2020
Q3 		$770K Buy
12,370
+1,375
+13% +$82.6K 0.13% 110
2020
Q2 		$625K Buy
+10,995
New +$551K 0.12% 110
2018
Q4 		– Sell
-65,805
Closed -$2.7M – 200
2018
Q3 		$2.7M Buy
+65,805
New +$2.58M 0.59% 66

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Segment Wealth Management's IGV Position: Q1 2026 in Review

Segment Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 14,481 shares — an estimated $1.53M sold.

Segment Wealth Management first reported a position in IGV in Q3 2018 and held it in 24 quarters. The position peaked at $2.7M in Q3 2018. 763 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Segment Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
  • Segment Wealth Management sold 14,481 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.53M.
  • Segment Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and held it in 24 quarters.
  • Segment Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $2.7M in Q3 2018.
  • 763 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Segment Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.