Balboa Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Balboa Wealth 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	$280K	Sell	3,089 -1,379	-31%	-$123K	0.04%	357
2026 Q1	$358K	Buy	+4,468	New	+$396K	0.06%	261
2025 Q3	–	Sell	-4,502	Closed	-$493K	–	420
2025 Q2	$493K	Buy	+4,502	New	+$445K	0.1%	162
2024 Q3	–	Sell	-3,392	Closed	-$295K	–	357
2024 Q2	$295K	Buy	+3,392	New	+$279K	0.08%	192

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

Balboa Wealth Partners's IGV Position: Q2 2026 in Review

Balboa Wealth Partners reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 31% in Q2 2026, selling an estimated $123K and leaving 3,089 shares worth $280K. The position accounts for 0.04% of the portfolio, ranked #357.

Balboa Wealth Partners first reported a position in IGV in Q2 2024 and has held it in 4 quarters since. The position peaked at $493K in Q2 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Balboa Wealth Partners held 3,089 shares of iShares Expanded Tech-Software Sector ETF worth $280K as of Q2 2026.
Balboa Wealth Partners sold 1,379 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $123K.
iShares Expanded Tech-Software Sector ETF made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #357 holding.
Balboa Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and has held it in 4 quarters since.
Balboa Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $493K in Q2 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.