Tanglewood Legacy Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Tanglewood Legacy Advisors’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	$62K	Hold	775	–	–	0.02%	155
2025 Q4	$81.9K	Hold	775	–	–	0.03%	140
2025 Q3	$89.1K	Hold	775	–	–	0.03%	133
2025 Q2	$84.9K	Hold	775	–	–	0.03%	141
2025 Q1	$69K	Hold	775	–	–	0.03%	154
2024 Q4	$77.6K	Buy	+775	New	+$76.8K	0.03%	142

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

Tanglewood Legacy Advisors's IGV Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 775 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #155.

Tanglewood Legacy Advisors first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $89.1K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Tanglewood Legacy Advisors held 775 shares of iShares Expanded Tech-Software Sector ETF worth $62K as of Q1 2026.
Tanglewood Legacy Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #155 holding.
Tanglewood Legacy Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
Tanglewood Legacy Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $89.1K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.