Williams Jones Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Williams Jones Wealth 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	-2,077	Closed	-$220K	–	525
2025 Q4	$220K	Hold	2,077	–	–	﹤0.01%	463
2025 Q3	$239K	Sell	2,077 -693	-25%	-$76.7K	﹤0.01%	447
2025 Q2	$303K	Sell	2,770 -25	-0.9%	-$2.47K	﹤0.01%	414
2025 Q1	$249K	Buy	+2,795	New	+$276K	﹤0.01%	429

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

Williams Jones Wealth Management's IGV Position: Q1 2026 in Review

Williams Jones Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q1 2026, closing a stake of 2,077 shares — an estimated $220K sold.

Williams Jones Wealth Management first reported a position in IGV in Q1 2025 and held it in 4 quarters. The position peaked at $303K in Q2 2025. 765 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Williams Jones Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q1 2026 after selling out during the quarter.
Williams Jones Wealth Management sold 2,077 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $220K.
Williams Jones Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and held it in 4 quarters.
Williams Jones Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $303K in Q2 2025.
765 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.