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Alexis Investment Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Alexis Investment Partners’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 		$1.3M Sell
14,418
-14,232
-50% -$1.27M 0.76% 30
2026
Q1 		$2.22M Buy
+28,650
New +$2.54M 1.53% 19

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Alexis Investment Partners's IGV Position: Q2 2026 in Review

Alexis Investment Partners reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 50% in Q2 2026, selling an estimated $1.27M and leaving 14,418 shares worth $1.3M. The position accounts for 0.76% of the portfolio, ranked #30.

Alexis Investment Partners first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.22M in Q1 2026. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Alexis Investment Partners held 14,418 shares of iShares Expanded Tech-Software Sector ETF worth $1.3M as of Q2 2026.
  • Alexis Investment Partners sold 14,232 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.27M.
  • iShares Expanded Tech-Software Sector ETF made up 0.76% of Alexis Investment Partners's portfolio in Q2 2026, its #30 holding.
  • Alexis Investment Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • Alexis Investment Partners's iShares Expanded Tech-Software Sector ETF position peaked at $2.22M in Q1 2026.
  • 371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Alexis Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.