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

Angeles 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	$1.45K	Buy	+16	New	+$1.42K	﹤0.01%	625
2023 Q1	–	Sell	-2,230	Closed	-$114K	–	214
2022 Q4	$114K	Buy	+2,230	New	+$116K	0.02%	181

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

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

Angeles Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 16 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #625 among its holdings. This is a return to the name: Angeles Wealth Management previously reported a position in IGV as recently as Q4 2022.

Angeles Wealth Management first reported a position in IGV in Q4 2022 and has held it in 2 quarters since. The position peaked at $114K in Q4 2022. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Angeles Wealth Management held 16 shares of iShares Expanded Tech-Software Sector ETF worth $1.45K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Angeles Wealth Management position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #625 holding.
Angeles Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 2 quarters since.
Angeles Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $114K in Q4 2022.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.