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Stephens Inc’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Stephens Inc’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 		$4.8M Buy
52,930
+1,490
+3% +$132K 0.05% 315
2026
Q1 		$4.12M Buy
51,440
+18,328
+55% +$1.62M 0.05% 325
2025
Q4 		$3.5M Sell
33,112
-7,620
-19% -$838K 0.04% 372
2025
Q3 		$4.68M Sell
40,732
-6,302
-13% -$698K 0.06% 300
2025
Q2 		$5.15M Buy
47,034
+28,289
+151% +$2.8M 0.07% 273
2025
Q1 		$1.67M Sell
18,745
-20,488
-52% -$2.02M 0.02% 515
2024
Q4 		$3.93M Buy
39,233
+33,259
+557% +$3.3M 0.06% 306
2024
Q3 		$534K Sell
5,974
-1,433
-19% -$123K 0.01% 815
2024
Q2 		$644K Buy
7,407
+1,013
+16% +$83.2K 0.01% 699
2024
Q1 		$545K Sell
6,394
-4,951
-44% -$418K 0.01% 778
2023
Q4 		$920K Buy
11,345
+4,400
+63% +$326K 0.02% 556
2023
Q3 		$474K Sell
6,945
-550
-7% -$38.6K 0.01% 748
2023
Q2 		$518K Buy
+7,495
New +$471K 0.01% 724
2021
Q1 		– Sell
-54,770
Closed -$3.88M – 1327
2020
Q4 		$3.88M Sell
54,770
-4,745
-8% -$314K 0.07% 280
2020
Q3 		$3.7M Buy
59,515
+995
+2% +$59.8K 0.07% 259
2020
Q2 		$3.33M Sell
58,520
-12,450
-18% -$624K 0.07% 270
2020
Q1 		$2.98M Sell
70,970
-10,725
-13% -$507K 0.08% 259
2019
Q4 		$3.81M Buy
81,695
+210
+0.3% +$9.31K 0.08% 268
2019
Q3 		$3.45M Buy
81,485
+10,335
+15% +$452K 0.08% 279
2019
Q2 		$3.11M Sell
71,150
-790
-1% -$33.9K 0.07% 305
2019
Q1 		$3.03M Sell
71,940
-30,690
-30% -$1.21M 0.07% 309
2018
Q4 		$3.56M Buy
102,630
+9,380
+10% +$340K 0.1% 242
2018
Q3 		$3.82M Buy
93,250
+490
+0.5% +$19.2K 0.1% 260
2018
Q2 		$3.39M Sell
92,760
-520
-0.6% -$18.7K 0.1% 231
2018
Q1 		$3.17M Buy
93,280
+4,115
+5% +$139K 0.12% 196
2017
Q4 		$2.76M Sell
89,165
-1,690
-2% -$52.1K 0.1% 217
2017
Q3 		$2.66M Sell
90,855
-6,395
-7% -$183K 0.1% 215
2017
Q2 		$2.66M Sell
97,250
-3,455
-3% -$92.4K 0.09% 241
2017
Q1 		$2.55M Sell
100,705
-25,470
-20% -$614K 0.09% 238
2016
Q4 		$2.75M Sell
126,175
-10,355
-8% -$232K 0.11% 206
2016
Q3 		$3.1M Buy
136,530
+28,695
+27% +$636K 0.14% 165
2016
Q2 		$2.27M Sell
107,835
-36,165
-25% -$745K 0.1% 222
2016
Q1 		$2.9M Sell
144,000
-260,750
-64% -$4.93M 0.14% 156
2015
Q4 		$8.4M Buy
+404,750
New +$8.35M 0.42% 44

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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Stephens Inc's IGV Position: Q2 2026 in Review

Stephens Inc increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.9% in Q2 2026, buying an estimated $132K and bringing the position to 52,930 shares worth $4.8M. The position accounts for 0.05% of the portfolio, ranked #315.

Stephens Inc first reported a position in IGV in Q4 2015 and has held it in 34 quarters since. The position peaked at $8.4M in Q4 2015. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Stephens Inc held 52,930 shares of iShares Expanded Tech-Software Sector ETF worth $4.8M as of Q2 2026.
  • Stephens Inc bought 1,490 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $132K.
  • iShares Expanded Tech-Software Sector ETF made up 0.05% of Stephens Inc's portfolio in Q2 2026, its #315 holding.
  • Stephens Inc first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2015 and has held it in 34 quarters since.
  • Stephens Inc's iShares Expanded Tech-Software Sector ETF position peaked at $8.4M in Q4 2015.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.