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

Activest 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 Q2	$60.2K	Sell	664 -638	-49%	-$56.7K	0.01%	243
2026 Q1	$104K	Buy	+1,302	New	+$115K	0.02%	227
2022 Q3	–	Sell	-1,515	Closed	-$82K	–	518
2022 Q2	$82K	Hold	1,515	–	–	0.06%	71
2022 Q1	$105K	Buy	+1,515	New	+$104K	0.07%	64
2021 Q4	–	Sell	-4,870	Closed	-$389K	–	358
2021 Q3	$389K	Buy	+4,870	New	+$397K	0.26%	45

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

Activest Wealth Management's IGV Position: Q2 2026 in Review

Activest Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 49% in Q2 2026, selling an estimated $56.7K and leaving 664 shares worth $60.2K. The position accounts for 0.01% of the portfolio, ranked #243.

Activest Wealth Management first reported a position in IGV in Q3 2021 and has held it in 5 quarters since. The position peaked at $389K in Q3 2021. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Activest Wealth Management held 664 shares of iShares Expanded Tech-Software Sector ETF worth $60.2K as of Q2 2026.
Activest Wealth Management sold 638 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $56.7K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #243 holding.
Activest Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and has held it in 5 quarters since.
Activest Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $389K in Q3 2021.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.