Stone Summit Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Stone Summit Wealth’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	$1.85M	Sell	23,150 -2,052	-8%	-$182K	0.52%	55
2025 Q4	$2.66M	Sell	25,202 -1,890	-7%	-$208K	0.72%	44
2025 Q3	$3.12M	Sell	27,092 -2,468	-8%	-$273K	0.88%	37
2025 Q2	$3.24M	Buy	29,560 +49	+0.2%	+$4.85K	1%	34
2025 Q1	$2.63M	Sell	29,511 -1,215	-4%	-$120K	0.89%	37
2024 Q4	$3.08M	Sell	30,726 -1,185	-4%	-$117K	1.03%	32
2024 Q3	$2.85M	Buy	31,911 +178	+0.6%	+$15.3K	0.92%	37
2024 Q2	$2.76M	Sell	31,733 -232	-0.7%	-$19.1K	0.99%	34
2024 Q1	$2.73M	Sell	31,965 -1,145	-3%	-$96.6K	0.95%	35
2023 Q4	$2.69M	Sell	33,110 -1,020	-3%	-$75.5K	1.03%	32
2023 Q3	$2.33M	Buy	34,130 +495	+1%	+$34.7K	1%	30
2023 Q2	$2.33M	Buy	33,635 +215	+0.6%	+$13.5K	0.96%	39
2023 Q1	$2.04M	Buy	33,420 +355	+1%	+$19.9K	0.91%	39
2022 Q4	$1.69M	Buy	33,065 +1,920	+6%	+$99.5K	0.83%	44
2022 Q3	$1.56M	Sell	31,145 -120	-0.4%	-$6.82K	0.96%	38
2022 Q2	$1.69M	Buy	31,265 +2,145	+7%	+$126K	1.01%	34
2022 Q1	$2.02M	Buy	29,120 +7,810	+37%	+$536K	1.13%	29
2021 Q4	$1.7M	Buy	+21,310	New	+$1.78M	1.38%	26

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

Stone Summit Wealth's IGV Position: Q1 2026 in Review

Stone Summit Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.1% in Q1 2026, selling an estimated $182K and leaving 23,150 shares worth $1.85M. The position accounts for 0.52% of the portfolio, ranked #55.

Stone Summit Wealth first reported a position in IGV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.24M in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Stone Summit Wealth held 23,150 shares of iShares Expanded Tech-Software Sector ETF worth $1.85M as of Q1 2026.
Stone Summit Wealth sold 2,052 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $182K.
iShares Expanded Tech-Software Sector ETF made up 0.52% of Stone Summit Wealth's portfolio in Q1 2026, its #55 holding.
Stone Summit Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 18 quarters since.
Stone Summit Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $3.24M in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.