Vestmark Advisory Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Vestmark Advisory Solutions’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	$465K	Buy	+5,130	New	+$456K	﹤0.01%	1160
2022 Q2	–	Sell	-5,990	Closed	-$413K	–	889
2022 Q1	$413K	Sell	5,990 -765	-11%	-$52.5K	0.02%	603
2021 Q4	$537K	Buy	6,755 +360	+6%	+$30.1K	0.03%	520
2021 Q3	$511K	Buy	6,395 +610	+11%	+$49.8K	0.03%	484
2021 Q2	$451K	Buy	5,785 +20	+0.3%	+$1.45K	0.03%	506
2021 Q1	$394K	Sell	5,765 -445	-7%	-$31.5K	0.03%	516
2020 Q4	$440K	Buy	6,210 +465	+8%	+$30.8K	0.05%	385
2020 Q3	$357K	Sell	5,745 -365	-6%	-$21.9K	0.05%	384
2020 Q2	$347K	Sell	6,110 -365	-6%	-$18.3K	0.05%	375
2020 Q1	$272K	Buy	+6,475	New	+$306K	0.05%	387
2019 Q4	–	Sell	-8,775	Closed	-$372K	–	385
2019 Q3	$372K	Buy	+8,775	New	+$384K	0.06%	363
2019 Q2	–	Sell	-6,900	Closed	-$291K	–	554
2019 Q1	$291K	Buy	+6,900	New	+$272K	0.05%	404

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

Vestmark Advisory Solutions's IGV Position: Q2 2026 in Review

Vestmark Advisory Solutions opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 5,130 shares worth $465K. The stake represents ﹤0.01% of the portfolio and ranks #1160 among its holdings. This is a return to the name: Vestmark Advisory Solutions previously reported a position in IGV as recently as Q1 2022.

Vestmark Advisory Solutions first reported a position in IGV in Q1 2019 and has held it in 12 quarters since. The position peaked at $537K in Q4 2021. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Vestmark Advisory Solutions held 5,130 shares of iShares Expanded Tech-Software Sector ETF worth $465K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Vestmark Advisory Solutions position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1160 holding.
Vestmark Advisory Solutions first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2019 and has held it in 12 quarters since.
Vestmark Advisory Solutions's iShares Expanded Tech-Software Sector ETF position peaked at $537K in Q4 2021.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.