Asset Dedication LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Asset Dedication LLC’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	$4.53K	Buy	+50	New	+$4.45K	﹤0.01%	930

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

Asset Dedication LLC's IGV Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 50 shares worth $4.53K. The stake represents ﹤0.01% of the portfolio and ranks #930 among its holdings.

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

Asset Dedication LLC held 50 shares of iShares Expanded Tech-Software Sector ETF worth $4.53K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Asset Dedication LLC position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #930 holding.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.