Summit Partners Public Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Summit Partners Public Asset 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	–	Hold	0	–	–	–	194
2025 Q4	–	Hold	0	–	–	–	180
2025 Q1	–	Hold	0	–	–	–	189
2024 Q4	–	Hold	0	–	–	–	187
2024 Q2	–	Hold	0	–	–	–	131
2024 Q1	–	Hold	0	–	–	–	165
2022 Q2	–	Hold	0	–	–	–	181
2022 Q1	–	Hold	0	–	–	–	156
2021 Q4	–	Hold	0	–	–	–	155
2021 Q3	–	Hold	0	–	–	–	154
2021 Q2	–	Hold	0	–	–	–	126
2020 Q4	–	Hold	0	–	–	–	99
2020 Q3	–	Hold	0	–	–	–	110

Other funds holding IGV

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $157B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B 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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return