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Sunbelt Securities’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sunbelt Securities’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 		$503K Buy
6,281
+326
+5% +$28.9K 0.03% 399
2025
Q4 		$629K Sell
5,955
-269
-4% -$29.6K 0.04% 343
2025
Q3 		$716K Buy
6,224
+3,364
+118% +$372K 0.05% 306
2025
Q2 		$286K Sell
2,860
-1,955
-41% -$193K 0.03% 498
2025
Q1 		$428K Buy
4,815
+1,955
+68% +$193K 0.04% 361
2024
Q4 		$289K Buy
2,860
+465
+19% +$46.1K 0.03% 498
2024
Q3 		$214K Sell
2,395
-150
-6% -$12.9K 0.02% 577
2024
Q2 		$221K Hold
2,545
– – 0.02% 535
2024
Q1 		$217K Hold
2,545
– – 0.02% 511
2023
Q4 		$206K Buy
2,545
+1,305
+105% +$96.6K 0.03% 479
2023
Q3 		$84.6K Sell
1,240
-100
-7% -$7.01K 0.01% 692
2023
Q2 		$92.7K Buy
1,340
+400
+43% +$25.1K 0.01% 663
2023
Q1 		$55.9K Buy
+940
New +$52.7K 0.01% 716
2021
Q4 		– Sell
-7,790
Closed -$606K – 490
2021
Q3 		$606K Hold
7,790
– – 0.11% 223
2021
Q2 		$606K Sell
7,790
-1,850
-19% -$134K 0.11% 223
2021
Q1 		$658K Sell
9,640
-4,840
-33% -$343K 0.13% 194
2020
Q4 		$1.02M Sell
14,480
-9,180
-39% -$608K 0.21% 115
2020
Q3 		$1.47M Buy
23,660
+3,965
+20% +$238K 0.41% 71
2020
Q2 		$1.12M Buy
19,695
+6,825
+53% +$342K 0.38% 69
2020
Q1 		$541K Buy
12,870
+635
+5% +$30K 0.02% 215
2019
Q4 		$570K Buy
12,235
+4,245
+53% +$188K 0.06% 288
2019
Q3 		$339K Sell
7,990
-11,560
-59% -$506K 0.04% 390
2019
Q2 		$854K Buy
19,550
+5,465
+39% +$234K 0.37% 75
2019
Q1 		$594K Buy
14,085
+6,035
+75% +$238K 0.3% 93
2018
Q4 		$279K Sell
8,050
-50
-0.6% -$1.81K 0.16% 167
2018
Q3 		$332K Buy
8,100
+25
+0.3% +$978 0.18% 154
2018
Q2 		$295K Buy
+8,075
New +$291K 0.18% 163

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

Sunbelt Securities's IGV Position: Q1 2026 in Review

Sunbelt Securities increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5.5% in Q1 2026, buying an estimated $28.9K and bringing the position to 6,281 shares worth $503K. The position accounts for 0.03% of the portfolio, ranked #399.

Sunbelt Securities first reported a position in IGV in Q2 2018 and has held it in 27 quarters since. The position peaked at $1.47M in Q3 2020. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Sunbelt Securities held 6,281 shares of iShares Expanded Tech-Software Sector ETF worth $503K as of Q1 2026.
  • Sunbelt Securities bought 326 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $28.9K.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #399 holding.
  • Sunbelt Securities first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2018 and has held it in 27 quarters since.
  • Sunbelt Securities's iShares Expanded Tech-Software Sector ETF position peaked at $1.47M in Q3 2020.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.