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

Stifel Financial’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 		$17.4M Sell
216,942
-94,910
-30% -$8.4M 0.02% 691
2025
Q4 		$33M Sell
311,852
-90,142
-22% -$9.91M 0.03% 465
2025
Q3 		$46.2M Sell
401,994
-112,490
-22% -$12.5M 0.04% 377
2025
Q2 		$56.3M Buy
514,484
+36,315
+8% +$3.59M 0.05% 327
2025
Q1 		$42.6M Buy
478,169
+67,641
+16% +$6.68M 0.05% 357
2024
Q4 		$41.1M Buy
410,528
+48,509
+13% +$4.81M 0.04% 367
2024
Q3 		$32.4M Buy
362,019
+23,838
+7% +$2.04M 0.03% 421
2024
Q2 		$29.4M Buy
338,181
+8,810
+3% +$724K 0.03% 426
2024
Q1 		$28.1M Buy
329,371
+90,781
+38% +$7.66M 0.03% 432
2023
Q4 		$19.4M Buy
238,590
+18,530
+8% +$1.37M 0.02% 522
2023
Q3 		$15M Sell
220,060
-3,955
-2% -$277K 0.02% 565
2023
Q2 		$15.5M Buy
224,015
+5,435
+2% +$341K 0.02% 557
2023
Q1 		$13.3M Buy
218,580
+13,930
+7% +$781K 0.02% 583
2022
Q4 		$10.5M Buy
204,650
+107,450
+111% +$5.57M 0.02% 640
2022
Q3 		$4.86M Buy
97,200
+3,690
+4% +$210K 0.01% 967
2022
Q2 		$5.04M Sell
93,510
-21,755
-19% -$1.28M 0.01% 970
2022
Q1 		$7.95M Sell
115,265
-42,600
-27% -$2.93M 0.01% 820
2021
Q4 		$12.6M Buy
157,865
+8,665
+6% +$724K 0.02% 648
2021
Q3 		$11.9M Buy
149,200
+1,275
+0.9% +$104K 0.02% 655
2021
Q2 		$11.5M Sell
147,925
-18,425
-11% -$1.34M 0.02% 660
2021
Q1 		$11.4M Sell
166,350
-91,770
-36% -$6.51M 0.02% 619
2020
Q4 		$18.3M Sell
258,120
-7,350
-3% -$487K 0.03% 425
2020
Q3 		$16.5M Buy
265,470
+17,360
+7% +$1.04M 0.03% 400
2020
Q2 		$14.1M Buy
248,110
+24,160
+11% +$1.21M 0.03% 409
2020
Q1 		$9.44M Buy
223,950
+24,095
+12% +$1.14M 0.03% 471
2019
Q4 		$9.3M Sell
199,855
-9,195
-4% -$408K 0.02% 631
2019
Q3 		$8.87M Buy
209,050
+38,410
+23% +$1.68M 0.02% 611
2019
Q2 		$7.46M Buy
170,640
+11,135
+7% +$477K 0.02% 690
2019
Q1 		$6.71M Buy
159,505
+10,775
+7% +$425K 0.02% 681
2018
Q4 		$5.16M Buy
148,730
+11,970
+9% +$434K 0.02% 754
2018
Q3 		$5.59M Buy
136,760
+32,770
+32% +$1.28M 0.02% 794
2018
Q2 		$3.79M Buy
103,990
+6,070
+6% +$219K 0.01% 921
2018
Q1 		$3.34M Buy
97,920
+38,300
+64% +$1.3M 0.01% 954
2017
Q4 		$1.84M Buy
59,620
+5,855
+11% +$180K 0.01% 1187
2017
Q3 		$1.57M Sell
53,765
-7,615
-12% -$218K 0.01% 1251
2017
Q2 		$1.68M Buy
61,380
+5,235
+9% +$140K 0.01% 1182
2017
Q1 		$1.42M Sell
56,145
-790
-1% -$19K 0.01% 1251
2016
Q4 		$1.24M Sell
56,935
-1,035
-2% -$23.1K 0.01% 1278
2016
Q3 		$1.31M Buy
57,970
+9,965
+21% +$221K 0.01% 1195
2016
Q2 		$1.01M Sell
48,005
-20,170
-30% -$415K ﹤0.01% 1326
2016
Q1 		$1.37M Buy
68,175
+46,325
+212% +$876K 0.01% 1093
2015
Q4 		$453K Buy
21,850
+1,695
+8% +$35K ﹤0.01% 1720
2015
Q3 		$381K Buy
20,155
+825
+4% +$16.3K ﹤0.01% 1709
2015
Q2 		$385K Sell
19,330
-160
-0.8% -$3.21K ﹤0.01% 1826
2015
Q1 		$375K Sell
19,490
-3,375
-15% -$63.6K ﹤0.01% 1779
2014
Q4 		$424K Buy
22,865
+1,040
+5% +$18.6K ﹤0.01% 1700
2014
Q3 		$378K Buy
21,825
+1,105
+5% +$19.1K ﹤0.01% 1676
2014
Q2 		$356K Buy
20,720
+1,530
+8% +$24.9K ﹤0.01% 1687
2014
Q1 		$320K Buy
+19,190
New +$322K ﹤0.01% 1681

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
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

Stifel Financial's IGV Position: Q1 2026 in Review

Stifel Financial reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 30% in Q1 2026, selling an estimated $8.4M and leaving 216,942 shares worth $17.4M. The position accounts for 0.02% of the portfolio, ranked #691.

Stifel Financial first reported a position in IGV in Q1 2014 and has held it in 49 quarters since. The position peaked at $56.3M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Stifel Financial held 216,942 shares of iShares Expanded Tech-Software Sector ETF worth $17.4M as of Q1 2026.
  • Stifel Financial sold 94,910 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $8.4M.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #691 holding.
  • Stifel Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's iShares Expanded Tech-Software Sector ETF position peaked at $56.3M in Q2 2025.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.