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Barrett & Company’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Barrett & Company’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 		$38.8K Buy
428
+75
+21% +$6.67K 0.01% 348
2026
Q1 		$28.3K Buy
353
+30
+9% +$2.66K 0.01% 353
2025
Q4 		$34.1K Buy
323
+100
+45% +$11K 0.01% 332
2025
Q3 		$25.6K Buy
223
+158
+243% +$17.5K 0.01% 377
2025
Q2 		$7.12K Buy
+65
New +$6.43K ﹤0.01% 502

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barrett & Company's IGV Position: Q2 2026 in Review

Barrett & Company increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 21% in Q2 2026, buying an estimated $6.67K and bringing the position to 428 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #348.

Barrett & Company first reported a position in IGV in Q2 2025 and has held it in 5 quarters since. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Barrett & Company held 428 shares of iShares Expanded Tech-Software Sector ETF worth $38.8K as of Q2 2026.
  • Barrett & Company bought 75 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $6.67K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #348 holding.
  • Barrett & Company first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 5 quarters since.
  • 885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.