UBS AM’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

UBS AM’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 Q2	$925K	Sell	10,205 -814	-7%	-$72.4K	﹤0.01%	2367
2026 Q1	$882K	Buy	11,019 +8,701	+375%	+$770K	﹤0.01%	2385
2025 Q4	$245K	Buy	+2,318	New	+$255K	﹤0.01%	2440
2019 Q4	–	Sell	-370	Closed	-$15.7K	–	2668
2019 Q3	$15.7K	Sell	370 -35	-9%	-$1.53K	﹤0.01%	2789
2019 Q2	$17.7K	Hold	405	–	–	﹤0.01%	2752
2019 Q1	$17.1K	Sell	405 -75	-16%	-$2.96K	﹤0.01%	2684
2018 Q4	$16.7K	Hold	480	–	–	﹤0.01%	2645
2018 Q3	$19.7K	Sell	480 -180	-27%	-$7.04K	﹤0.01%	2632
2018 Q2	$24.1K	Hold	660	–	–	﹤0.01%	2639
2018 Q1	$22.4K	Hold	660	–	–	﹤0.01%	2540
2017 Q4	$20.4K	Hold	660	–	–	﹤0.01%	2476
2017 Q3	$19.3K	Hold	660	–	–	﹤0.01%	2436
2017 Q2	$18.1K	Buy	+660	New	+$17.7K	﹤0.01%	2429
2017 Q1	–	Sell	-250	Closed	-$5K	–	2474
2016 Q4	$5K	Buy	+250	New	+$5.59K	﹤0.01%	2419

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

UBS AM's IGV Position: Q2 2026 in Review

UBS AM reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 7.4% in Q2 2026, selling an estimated $72.4K and leaving 10,205 shares worth $925K. The position accounts for ﹤0.01% of the portfolio, ranked #2367.

UBS AM first reported a position in IGV in Q4 2016 and has held it in 14 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

UBS AM held 10,205 shares of iShares Expanded Tech-Software Sector ETF worth $925K as of Q2 2026.
UBS AM sold 814 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $72.4K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2367 holding.
UBS AM first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2016 and has held it in 14 quarters since.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.