Union Bancaire Privee’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Union Bancaire Privee’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	$1.16M	Buy	14,371 +14,211	+8,882%	+$1.26M	0.01%	287
2026 Q1	$12.4K	Sell	160 -465	-74%	-$41.2K	﹤0.01%	466
2025 Q4	$54K	Sell	625 -3,086	-83%	-$339K	﹤0.01%	438
2025 Q3	$416K	Hold	3,711	–	–	0.01%	333
2025 Q2	$386K	Sell	3,711 -540	-13%	-$53.4K	0.01%	332
2025 Q1	$372K	Sell	4,251 -4,710	-53%	-$465K	0.01%	330
2024 Q4	$895K	Buy	+8,961	New	+$888K	0.02%	280

Other funds holding IGV

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Union Bancaire Privee's IGV Position: Q2 2026 in Review

Union Bancaire Privee increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8,882% in Q2 2026, buying an estimated $1.26M and bringing the position to 14,371 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #287.

Union Bancaire Privee first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Union Bancaire Privee held 14,371 shares of iShares Expanded Tech-Software Sector ETF worth $1.16M as of Q2 2026.
Union Bancaire Privee bought 14,211 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.26M.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Union Bancaire Privee's portfolio in Q2 2026, its #287 holding.
Union Bancaire Privee first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.