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SummitTX Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

SummitTX Capital’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 		$4.48M Buy
+55,961
New +$4.95M 0.14% 170
2025
Q4 		– Sell
-10,833
Closed -$1.25M – 827
2025
Q3 		$1.25M Buy
+10,833
New +$1.2M 0.05% 338
2025
Q2 		– Sell
-30,959
Closed -$2.76M – 874
2025
Q1 		$2.76M Buy
+30,959
New +$3.06M 0.12% 197

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

SummitTX Capital's IGV Position: Q1 2026 in Review

SummitTX Capital opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026: 55,961 shares worth $4.48M. The stake represents 0.14% of the portfolio and ranks #170 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in IGV as recently as Q3 2025.

SummitTX Capital first reported a position in IGV in Q1 2025 and has held it in 3 quarters since. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • SummitTX Capital held 55,961 shares of iShares Expanded Tech-Software Sector ETF worth $4.48M as of Q1 2026.
  • iShares Expanded Tech-Software Sector ETF was a new SummitTX Capital position in Q1 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.14% of SummitTX Capital's portfolio in Q1 2026, its #170 holding.
  • SummitTX Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 3 quarters since.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on SummitTX Capital's 13F filing for Q1 2026, filed 15 May 2026.