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

SHP 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	$41K	Buy	+512	New	+$45.3K	﹤0.01%	542

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 $303B AUM 53.02% 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 $445B AUM 25.58% 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

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

SHP Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026: 512 shares worth $41K. The stake represents ﹤0.01% of the portfolio and ranks #542 among its holdings.

762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

SHP Wealth Management held 512 shares of iShares Expanded Tech-Software Sector ETF worth $41K as of Q1 2026.
iShares Expanded Tech-Software Sector ETF was a new SHP Wealth Management position in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #542 holding.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.