Verity Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Verity Asset Management’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	–	Sell	-5,000	Closed	-$528K	–	233
2025 Q4	$528K	Buy	+5,000	New	+$550K	0.23%	124
2018 Q4	–	Sell	-32,485	Closed	-$1.33M	–	126
2018 Q3	$1.33M	Sell	32,485 -10,375	-24%	-$406K	1.31%	21
2018 Q2	$1.57M	Buy	+42,860	New	+$1.55M	1.41%	19
2016 Q3	$2.49M	Sell	109,670 -7,620	-6%	-$169K	2.32%	9
2016 Q2	$2.47M	Sell	117,290 -2,330	-2%	-$48K	2.44%	12
2016 Q1	$2.41M	Sell	119,620 -64,120	-35%	-$1.21M	2.72%	10
2015 Q4	$3.81M	Sell	183,740 -15,995	-8%	-$330K	4.39%	6
2015 Q3	$3.78M	Buy	199,735 +135	+0.1%	+$2.67K	3.78%	5
2015 Q2	$3.97M	Buy	199,600 +102,555	+106%	+$2.06M	3.6%	7
2015 Q1	$1.86M	Buy	97,045 +5,450	+6%	+$103K	1.81%	22
2014 Q4	$1.7M	Buy	91,595 +68,505	+297%	+$1.23M	1.64%	23
2014 Q3	$399K	Buy	+23,090	New	+$400K	0.45%	48
2014 Q2	–	Sell	-18,385	Closed	-$311K	–	68
2014 Q1	$311K	Buy	+18,385	New	+$308K	0.32%	48

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Verity Asset Management's IGV Position: Q1 2026 in Review

Verity Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 5,000 shares — an estimated $528K sold.

Verity Asset Management first reported a position in IGV in Q1 2014 and held it in 13 quarters. The position peaked at $3.97M in Q2 2015. 762 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Verity Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Verity Asset Management sold 5,000 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $528K.
Verity Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2014 and held it in 13 quarters.
Verity Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $3.97M in Q2 2015.
762 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.