TritonPoint Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

TritonPoint Wealth’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	$1.11M	Sell	13,902 -4,465	-24%	-$395K	0.12%	119
2025 Q4	$1.94M	Sell	18,367 -200	-1%	-$22K	0.2%	98
2025 Q3	$2.14M	Sell	18,567 -155	-0.8%	-$17.2K	0.18%	117
2025 Q2	$2.05M	Buy	18,722 +5,317	+40%	+$526K	0.19%	115
2025 Q1	$1.19M	Hold	13,405	–	–	0.11%	141
2024 Q4	$1.34M	Sell	13,405 -20	-0.1%	-$1.98K	0.12%	130
2024 Q3	$1.2M	Hold	13,425	–	–	0.11%	140
2024 Q2	$1.17M	Hold	13,425	–	–	0.11%	136
2024 Q1	$947K	Buy	13,425 +625	+5%	+$52.7K	0.1%	148
2023 Q4	$1.04M	Buy	+12,800	New	+$947K	0.1%	149

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

TritonPoint Wealth's IGV Position: Q1 2026 in Review

TritonPoint Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 24% in Q1 2026, selling an estimated $395K and leaving 13,902 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #119.

TritonPoint Wealth first reported a position in IGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.14M in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

TritonPoint Wealth held 13,902 shares of iShares Expanded Tech-Software Sector ETF worth $1.11M as of Q1 2026.
TritonPoint Wealth sold 4,465 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $395K.
iShares Expanded Tech-Software Sector ETF made up 0.12% of TritonPoint Wealth's portfolio in Q1 2026, its #119 holding.
TritonPoint Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $2.14M in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.