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

Affinity 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 		$29.8M Buy
+329,345
New +$29.3M 3.84% 10

Other funds holding IGV

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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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

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

Affinity Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 329,345 shares worth $29.8M. The stake represents 3.84% of the portfolio and ranks #10 among its holdings.

186 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Affinity Wealth Management held 329,345 shares of iShares Expanded Tech-Software Sector ETF worth $29.8M as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Affinity Wealth Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 3.84% of Affinity Wealth Management's portfolio in Q2 2026, its #10 holding.
  • 186 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.