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 Q3	$8.84M	Sell	83,048 -5,000	-6%	-$501K	﹤0.01%	3511
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

Varma Mutual Pension Insurance Co Helsinki, Finland $21.6B AUM 26.49% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

UBS Group's IGV Position: Q3 2026 in Review

UBS Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 9.8% in Q3 2026, selling an estimated $28M and leaving 2,574,340 shares worth $274M. The position accounts for 0.04% of the portfolio, ranked #498.

UBS Group first reported a position in IGV in Q4 2014 and has held it in 48 quarters since. The position peaked at $612M in Q1 2026. 588 funds tracked by Wall St. Rank hold IGV as of Q3 2026.

UBS Group held 2,574,340 shares of iShares Expanded Tech-Software Sector ETF worth $274M as of Q3 2026.
UBS Group sold 278,954 iShares Expanded Tech-Software Sector ETF shares in Q3 2026, an estimated $28M.
iShares Expanded Tech-Software Sector ETF made up 0.04% of UBS Group's portfolio in Q3 2026, its #498 holding.
UBS Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2014 and has held it in 48 quarters since.
UBS Group's iShares Expanded Tech-Software Sector ETF position peaked at $612M in Q1 2026.
588 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.