Sumitomo Mitsui Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sumitomo Mitsui Financial Group’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	$3.76M	Sell	41,563 -2,339	-5%	-$208K	0.07%	70
2026 Q1	$3.51M	Buy	43,902 +491	+1%	+$43.5K	0.07%	74
2025 Q4	$4.59M	Sell	43,411 -9,703	-18%	-$1.07M	0.08%	63
2025 Q3	$6.11M	Sell	53,114 -8,014	-13%	-$887K	0.11%	56
2025 Q2	$6.7M	Sell	61,128 -16,579	-21%	-$1.64M	0.11%	53
2025 Q1	$6.92M	Sell	77,707 -487,153	-86%	-$48.1M	0.13%	52
2024 Q4	$57M	Buy	564,860 +516,059	+1,057%	+$51.1M	0.76%	19
2024 Q3	$4.36M	Sell	48,801 -3,574	-7%	-$306K	0.1%	58
2024 Q2	$4.55M	Buy	52,375 +566	+1%	+$46.5K	0.14%	54
2024 Q1	$4.42M	Sell	51,809 -2,591	-5%	-$219K	0.14%	52
2023 Q4	$4.42M	Buy	54,400 +2,890	+6%	+$214K	0.14%	56
2023 Q3	$3.52M	Sell	51,510 -1,457,955	-97%	-$102M	0.11%	60
2023 Q2	$104M	Buy	1,509,465 +1,460,860	+3,006%	+$91.7M	3.32%	4
2023 Q1	$2.96M	Sell	48,605 -4,345	-8%	-$244K	0.09%	74
2022 Q4	$2.71M	Sell	52,950 -6,500	-11%	-$337K	0.1%	77
2022 Q3	$2.98M	Sell	59,450 -11,215	-16%	-$637K	0.13%	77
2022 Q2	$3.8M	Sell	70,665 -7,515	-10%	-$442K	0.11%	84
2022 Q1	$5.39M	Sell	78,180 -7,035	-8%	-$483K	0.16%	70
2021 Q4	$6.77M	Buy	85,215 +1,290	+2%	+$108K	0.19%	60
2021 Q3	$6.71M	Buy	83,925 +3,000	+4%	+$245K	0.15%	61
2021 Q2	$6.32M	Sell	80,925 -445	-0.5%	-$32.3K	0.14%	59
2021 Q1	$5.56M	Buy	81,370 +7,565	+10%	+$536K	0.13%	50
2020 Q4	$5.22M	Sell	73,805 -5,190	-7%	-$344K	0.13%	46
2020 Q3	$4.94M	Buy	78,995 +32,035	+68%	+$1.92M	0.17%	44
2020 Q2	$2.67M	Buy	46,960 +3,230	+7%	+$162K	0.09%	52
2020 Q1	$1.84M	Buy	43,730 +22,710	+108%	+$1.07M	0.09%	64
2019 Q4	$979K	Buy	21,020 +15,460	+278%	+$685K	0.08%	63
2019 Q3	$236K	Buy	+5,560	New	+$243K	0.02%	93

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sumitomo Mitsui Financial Group's IGV Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5.3% in Q2 2026, selling an estimated $208K and leaving 41,563 shares worth $3.76M. The position accounts for 0.07% of the portfolio, ranked #70.

Sumitomo Mitsui Financial Group first reported a position in IGV in Q3 2019 and has held it in 28 quarters since. The position peaked at $104M in Q2 2023. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sumitomo Mitsui Financial Group held 41,563 shares of iShares Expanded Tech-Software Sector ETF worth $3.76M as of Q2 2026.
Sumitomo Mitsui Financial Group sold 2,339 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $208K.
iShares Expanded Tech-Software Sector ETF made up 0.07% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #70 holding.
Sumitomo Mitsui Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and has held it in 28 quarters since.
Sumitomo Mitsui Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $104M in Q2 2023.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.