AFS
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Access Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Access Financial Services’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 		$264K Buy
+2,915
New +$259K 0.09% 101
2022
Q3 		– Sell
-10,230
Closed -$552K – 92
2022
Q2 		$552K Buy
10,230
+150
+1% +$8.81K 0.32% 76
2022
Q1 		$695K Buy
10,080
+2,080
+26% +$143K 0.33% 76
2021
Q4 		$636K Buy
+8,000
New +$668K 0.29% 83

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Access Financial Services's IGV Position: Q2 2026 in Review

Access Financial Services opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,915 shares worth $264K. The stake represents 0.09% of the portfolio and ranks #101 among its holdings. This is a return to the name: Access Financial Services previously reported a position in IGV as recently as Q2 2022.

Access Financial Services first reported a position in IGV in Q4 2021 and has held it in 4 quarters since. The position peaked at $695K in Q1 2022. 117 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Access Financial Services held 2,915 shares of iShares Expanded Tech-Software Sector ETF worth $264K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Access Financial Services position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.09% of Access Financial Services's portfolio in Q2 2026, its #101 holding.
  • Access Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 4 quarters since.
  • Access Financial Services's iShares Expanded Tech-Software Sector ETF position peaked at $695K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Access Financial Services's 13F filing for Q2 2026, filed 16 Jul 2026.