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Belpointe Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Belpointe Asset 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 		– Sell
-2,556
Closed -$205K – 1171
2026
Q1 		$205K Buy
+2,556
New +$226K 0.01% 1011
2025
Q4 		– Sell
-10,766
Closed -$1.24M – 1068
2025
Q3 		$1.24M Sell
10,766
-1,921
-15% -$213K 0.05% 340
2025
Q2 		$1.39M Buy
12,687
+9,859
+349% +$975K 0.06% 268
2025
Q1 		$252K Buy
+2,828
New +$279K 0.01% 780
2024
Q2 		– Sell
-3,768
Closed -$321K – 893
2024
Q1 		$321K Buy
3,768
+1,083
+40% +$91.4K 0.02% 566
2023
Q4 		$218K Buy
+2,685
New +$199K 0.02% 633
2023
Q3 		– Sell
-4,845
Closed -$335K – 687
2023
Q2 		$335K Sell
4,845
-405
-8% -$25.4K 0.04% 411
2023
Q1 		$320K Sell
5,250
-830
-14% -$46.5K 0.02% 717
2022
Q4 		$311K Sell
6,080
-7,555
-55% -$392K 0.02% 715
2022
Q3 		$682K Buy
13,635
+7,780
+133% +$442K 0.05% 403
2022
Q2 		$315K Sell
5,855
-5,405
-48% -$318K 0.02% 658
2022
Q1 		$777K Sell
11,260
-4,495
-29% -$309K 0.05% 400
2021
Q4 		$1.25M Sell
15,755
-470
-3% -$39.2K 0.08% 258
2021
Q3 		$1.3M Buy
16,225
+6,370
+65% +$520K 0.09% 244
2021
Q2 		$769K Buy
9,855
+4,010
+69% +$291K 0.06% 359
2021
Q1 		$399K Sell
5,845
-10,390
-64% -$737K 0.03% 498
2020
Q4 		$1.15M Buy
16,235
+1,850
+13% +$123K 0.1% 224
2020
Q3 		$895K Sell
14,385
-2,200
-13% -$132K 0.1% 227
2020
Q2 		$943K Sell
16,585
-2,945
-15% -$148K 0.12% 180
2020
Q1 		$821K Buy
19,530
+13,825
+242% +$654K 0.14% 168
2019
Q4 		$266K Buy
5,705
+125
+2% +$5.54K 0.03% 466
2019
Q3 		$236K Buy
5,580
+150
+3% +$6.56K 0.04% 435
2019
Q2 		$237K Buy
+5,430
New +$233K 0.05% 375

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

Belpointe Asset Management's IGV Position: Q2 2026 in Review

Belpointe Asset Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 2,556 shares — an estimated $205K sold.

Belpointe Asset Management first reported a position in IGV in Q2 2019 and held it in 23 quarters. The position peaked at $1.39M in Q2 2025. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Belpointe Asset Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 2,556 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $205K.
  • Belpointe Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2019 and held it in 23 quarters.
  • Belpointe Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.39M in Q2 2025.
  • 885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.