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Terra Nova Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Terra Nova 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 		$1.7M Sell
21,254
-3,351
-14% -$297K 1.26% 37
2025
Q4 		$2.6M Sell
24,605
-1,211
-5% -$133K 1.71% 25
2025
Q3 		$2.97M Buy
25,816
+607
+2% +$67.2K 1.87% 20
2025
Q2 		$2.76M Sell
25,209
-7,522
-23% -$744K 1.93% 19
2025
Q1 		$2.91M Buy
32,731
+46
+0.1% +$4.54K 2.29% 12
2024
Q4 		$3.27M Buy
32,685
+148
+0.5% +$14.7K 2.49% 10
2024
Q3 		$2.91M Buy
32,537
+349
+1% +$29.9K 2.16% 16
2024
Q2 		$2.8M Buy
32,188
+522
+2% +$42.9K 2.21% 12
2024
Q1 		$2.7M Buy
31,666
+1,286
+4% +$109K 2.15% 15
2023
Q4 		$2.46M Sell
30,380
-365
-1% -$27K 2.16% 14
2023
Q3 		$2.13M Hold
30,745
– – 1.94% 18
2023
Q2 		$2.13M Sell
30,745
-510
-2% -$32K 1.94% 18
2023
Q1 		$1.9M Buy
31,255
+2,770
+10% +$155K 1.87% 19
2022
Q4 		$1.46M Sell
28,485
-2,435
-8% -$126K 1.53% 27
2022
Q3 		$1.55M Buy
30,920
+510
+2% +$29K 1.69% 22
2022
Q2 		$1.64M Sell
30,410
-50
-0.2% -$2.94K 1.82% 20
2022
Q1 		$2.1M Buy
30,460
+3,615
+13% +$248K 1.95% 18
2021
Q4 		$2.13M Sell
26,845
-395
-1% -$33K 1.6% 21
2021
Q3 		$2.17M Buy
27,240
+1,275
+5% +$104K 1.75% 20
2021
Q2 		$2.03M Sell
25,965
-3,480
-12% -$252K 1.74% 17
2021
Q1 		$2.01M Sell
29,445
-10,395
-26% -$737K 1.78% 19
2020
Q4 		$2.82M Buy
+39,840
New +$2.64M 2.84% 11
2018
Q4 		$1.46M Sell
42,070
-3,560
-8% -$129K 3.93% 4
2018
Q3 		$1.87M Buy
+45,630
New +$1.79M 2.83% 9

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

Terra Nova Asset Management's IGV Position: Q1 2026 in Review

Terra Nova Asset Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 14% in Q1 2026, selling an estimated $297K and leaving 21,254 shares worth $1.7M. The position accounts for 1.26% of the portfolio, ranked #37.

Terra Nova Asset Management first reported a position in IGV in Q3 2018 and has held it in 24 quarters since. The position peaked at $3.27M in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Terra Nova Asset Management held 21,254 shares of iShares Expanded Tech-Software Sector ETF worth $1.7M as of Q1 2026.
  • Terra Nova Asset Management sold 3,351 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $297K.
  • iShares Expanded Tech-Software Sector ETF made up 1.26% of Terra Nova Asset Management's portfolio in Q1 2026, its #37 holding.
  • Terra Nova Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 24 quarters since.
  • Terra Nova Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $3.27M in Q4 2024.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Terra Nova Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.