Wealthspire Advisors (New York)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealthspire Advisors (New York)’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	$2.5M	Buy	31,217 +18,014	+136%	+$1.59M	0.02%	250
2025 Q4	$1.4M	Buy	13,203 +2,957	+29%	+$325K	0.01%	362
2025 Q3	$1.18M	Sell	10,246 -2,904	-22%	-$321K	0.01%	356
2025 Q2	$1.44M	Buy	13,150 +2,455	+23%	+$243K	0.01%	329
2025 Q1	$952K	Sell	10,695 -52,644	-83%	-$5.2M	0.01%	386
2024 Q4	$6.34M	Sell	63,339 -1,773	-3%	-$176K	0.06%	131
2024 Q3	$5.82M	Hold	65,112	–	–	0.06%	140
2024 Q2	$5.66M	Buy	+65,112	New	+$5.35M	0.07%	109
2021 Q2	–	Sell	-3,015	Closed	-$206K	–	510
2021 Q1	$206K	Buy	3,015 +160	+6%	+$11.3K	﹤0.01%	665
2020 Q4	$202K	Buy	+2,855	New	+$189K	0.01%	553
2019 Q1	–	Sell	-3,435	Closed	-$119K	–	399
2018 Q4	$119K	Buy	+3,435	New	+$125K	0.01%	98

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Wealthspire Advisors (New York)'s IGV Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 136% in Q1 2026, buying an estimated $1.59M and bringing the position to 31,217 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #250.

Wealthspire Advisors (New York) first reported a position in IGV in Q4 2018 and has held it in 11 quarters since. The position peaked at $6.34M in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Wealthspire Advisors (New York) held 31,217 shares of iShares Expanded Tech-Software Sector ETF worth $2.5M as of Q1 2026.
Wealthspire Advisors (New York) bought 18,014 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $1.59M.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #250 holding.
Wealthspire Advisors (New York) first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s iShares Expanded Tech-Software Sector ETF position peaked at $6.34M in Q4 2024.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.