Sharp Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sharp Financial Services’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	$274K	Sell	3,427 -1,648	-32%	-$146K	0.14%	98
2025 Q4	$536K	Buy	5,075 +126	+3%	+$13.9K	0.27%	51
2025 Q3	$569K	Buy	4,949 +1,703	+52%	+$189K	0.31%	47
2025 Q2	$355K	Buy	3,246 +702	+28%	+$69.4K	0.23%	52
2025 Q1	$226K	Sell	2,544 -602	-19%	-$59.5K	0.17%	82
2024 Q4	$315K	Sell	3,146 -882	-22%	-$87.4K	0.24%	67
2024 Q3	$360K	Buy	4,028 +1,612	+67%	+$138K	0.28%	62
2024 Q2	$210K	Buy	+2,416	New	+$198K	0.18%	92

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

Sharp Financial Services's IGV Position: Q1 2026 in Review

Sharp Financial Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 32% in Q1 2026, selling an estimated $146K and leaving 3,427 shares worth $274K. The position accounts for 0.14% of the portfolio, ranked #98.

Sharp Financial Services first reported a position in IGV in Q2 2024 and has held it in 8 quarters since. The position peaked at $569K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Sharp Financial Services held 3,427 shares of iShares Expanded Tech-Software Sector ETF worth $274K as of Q1 2026.
Sharp Financial Services sold 1,648 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $146K.
iShares Expanded Tech-Software Sector ETF made up 0.14% of Sharp Financial Services's portfolio in Q1 2026, its #98 holding.
Sharp Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and has held it in 8 quarters since.
Sharp Financial Services's iShares Expanded Tech-Software Sector ETF position peaked at $569K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Sharp Financial Services's 13F filing for Q1 2026, filed 27 Apr 2026.