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

UBS Group’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	$7.98M	Sell	88,048 -139,952	-61%	-$12.4M	﹤0.01%	3696
2026 Q1	$18.3M	Buy	+228,000	New	+$20.2M	﹤0.01%	2694
2025 Q2	–	Sell	-100,300	Closed	-$8.93M	–	10526
2025 Q1	$8.93M	Sell	100,300 -149,700	-60%	-$14.8M	﹤0.01%	3161
2024 Q4	$25M	Buy	+250,000	New	+$24.8M	﹤0.01%	2104
2022 Q4	–	Sell	-275,000	Closed	-$13.8M	–	10902
2022 Q3	$13.8M	Sell	275,000 -775,000	-74%	-$44M	0.01%	1535
2022 Q2	$56.6M	Buy	+1,050,000	New	+$61.7M	0.02%	666
2022 Q1	–	Sell	-195,000	Closed	-$15.5M	–	10533
2021 Q4	$15.5M	Buy	+195,000	New	+$16.3M	﹤0.01%	1761
2021 Q1	–	Sell	-500	Closed	-$35K	–	9214
2020 Q4	$35K	Hold	500	–	–	﹤0.01%	6504
2020 Q3	$31K	Buy	+500	New	+$30K	﹤0.01%	5967
2020 Q2	–	Sell	-1,500	Closed	-$63K	–	8134
2020 Q1	$63K	Buy	+1,500	New	+$70.9K	﹤0.01%	5638
2019 Q4	–	Sell	-1,500	Closed	-$64K	–	8253
2019 Q3	$64K	Buy	+1,500	New	+$65.6K	﹤0.01%	6047

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's IGV Position: Q2 2026 in Review

UBS Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 63% in Q2 2026, selling an estimated $427M and leaving 2,853,294 shares worth $259M. The position accounts for 0.03% of the portfolio, ranked #539.

UBS Group first reported a position in IGV in Q4 2014 and has held it in 47 quarters since. The position peaked at $612M in Q1 2026. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

UBS Group held 2,853,294 shares of iShares Expanded Tech-Software Sector ETF worth $259M as of Q2 2026.
UBS Group sold 4,797,535 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $427M.
iShares Expanded Tech-Software Sector ETF made up 0.03% of UBS Group's portfolio in Q2 2026, its #539 holding.
UBS Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and has held it in 47 quarters since.
UBS Group's iShares Expanded Tech-Software Sector ETF position peaked at $612M in Q1 2026.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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