Tepp RIA’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Tepp RIA’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	–	Sell	-51,843	Closed	-$5.48M	–	43
2025 Q4	$5.48M	Buy	51,843 +2,863	+6%	+$315K	5.42%	6
2025 Q3	$5.63M	Buy	48,980 +24,005	+96%	+$2.66M	6.4%	5
2025 Q2	$2.73M	Buy	+24,975	New	+$2.47M	3.53%	5

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

Tepp RIA's IGV Position: Q1 2026 in Review

Tepp RIA sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 51,843 shares — an estimated $5.48M sold.

Tepp RIA first reported a position in IGV in Q2 2025 and held it in 3 quarters. The position peaked at $5.63M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Tepp RIA reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Tepp RIA sold 51,843 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $5.48M.
Tepp RIA first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and held it in 3 quarters.
Tepp RIA's iShares Expanded Tech-Software Sector ETF position peaked at $5.63M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Tepp RIA's 13F filing for Q1 2026, filed 22 Apr 2026.