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

Transcend Capital 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	–	Sell	-3,385	Closed	-$358K	–	750
2025 Q4	$358K	Buy	3,385 +75	+2%	+$8.24K	0.03%	467
2025 Q3	$381K	Sell	3,310 -24,158	-88%	-$2.67M	0.03%	454
2025 Q2	$3.01M	Buy	27,468 +321	+1%	+$31.7K	0.23%	100
2025 Q1	$2.42M	Buy	27,147 +18,723	+222%	+$1.85M	0.17%	138
2024 Q4	$843K	Buy	+8,424	New	+$835K	0.06%	264

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Transcend Capital Advisors's IGV Position: Q1 2026 in Review

Transcend Capital Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 3,385 shares — an estimated $358K sold.

Transcend Capital Advisors first reported a position in IGV in Q4 2024 and held it in 5 quarters. The position peaked at $3.01M in Q2 2025. 763 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Transcend Capital Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Transcend Capital Advisors sold 3,385 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $358K.
Transcend Capital Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 5 quarters.
Transcend Capital Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.01M in Q2 2025.
763 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.