Bogart Wealth LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $54.5K | Sell |
602
-60,969
| -99% | -$5.42M | ﹤0.01% | 517 |
|
|
2026
Q1 | $4.93M | Buy |
61,571
+61,176
| +15,488% | +$5.42M | 0.19% | 101 |
|
|
2025
Q4 | $41.7K | Buy |
395
+129
| +48% | +$14.2K | ﹤0.01% | 516 |
|
|
2025
Q3 | $30.6K | Buy |
266
+186
| +233% | +$20.6K | ﹤0.01% | 556 |
|
|
2025
Q2 | $8.76K | Hold |
80
| – | – | ﹤0.01% | 819 |
|
|
2025
Q1 | $7.12K | Hold |
80
| – | – | ﹤0.01% | 837 |
|
|
2024
Q4 | $8.01K | Hold |
80
| – | – | ﹤0.01% | 780 |
|
|
2024
Q3 | $7.15K | Sell |
80
-20
| -20% | -$1.72K | ﹤0.01% | 760 |
|
|
2024
Q2 | $8.69K | Hold |
100
| – | – | ﹤0.01% | 697 |
|
|
2024
Q1 | $8.53K | Sell |
100
-120
| -55% | -$10.1K | ﹤0.01% | 674 |
|
|
2023
Q4 | $17.8K | Hold |
220
| – | – | ﹤0.01% | 526 |
|
|
2023
Q3 | $15K | Sell |
220
-50
| -19% | -$3.51K | ﹤0.01% | 522 |
|
|
2023
Q2 | $18.7K | Buy |
270
+50
| +23% | +$3.14K | ﹤0.01% | 476 |
|
|
2023
Q1 | $13.4K | Hold |
220
| – | – | ﹤0.01% | 538 |
|
|
2022
Q4 | $11.3K | Hold |
220
| – | – | ﹤0.01% | 521 |
|
|
2022
Q3 | $11K | Hold |
220
| – | – | ﹤0.01% | 519 |
|
|
2022
Q2 | $12K | Hold |
220
| – | – | ﹤0.01% | 503 |
|
|
2022
Q1 | $15K | Hold |
220
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $17K | Sell |
220
-70
| -24% | -$5.84K | ﹤0.01% | 392 |
|
|
2021
Q3 | $23K | Sell |
290
-75
| -21% | -$6.12K | ﹤0.01% | 340 |
|
|
2021
Q2 | $29K | Buy |
365
+70
| +24% | +$5.08K | ﹤0.01% | 298 |
|
|
2021
Q1 | $20K | Hold |
295
| – | – | ﹤0.01% | 324 |
|
|
2020
Q4 | $20K | Sell |
295
-35
| -11% | -$2.32K | ﹤0.01% | 263 |
|
|
2020
Q3 | $20K | Buy |
330
+15
| +5% | +$901 | ﹤0.01% | 257 |
|
|
2020
Q2 | $18K | Hold |
315
| – | – | ﹤0.01% | 242 |
|
|
2020
Q1 | $13K | Buy |
315
+80
| +34% | +$3.78K | ﹤0.01% | 243 |
|
|
2019
Q4 | $11K | Hold |
235
| – | – | ﹤0.01% | 273 |
|
|
2019
Q3 | $10K | Hold |
235
| – | – | ﹤0.01% | 258 |
|
|
2019
Q2 | $10K | Hold |
235
| – | – | 0.01% | 242 |
|
|
2019
Q1 | $9K | Buy |
235
+165
| +236% | +$6.51K | ﹤0.01% | 243 |
|
|
2018
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 313 |
|
|
2018
Q3 | $3K | Hold |
70
| – | – | ﹤0.01% | 288 |
|
|
2018
Q2 | $2K | Hold |
70
| – | – | ﹤0.01% | 316 |
|
|
2018
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 310 |
|
|
2017
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 301 |
|
|
2017
Q3 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 294 |
|
Other funds holding IGV
VMPIC
Bogart Wealth LLC's IGV Position: Q2 2026 in Review
Bogart Wealth LLC reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 99% in Q2 2026, selling an estimated $5.42M and leaving 602 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #517.
Bogart Wealth LLC first reported a position in IGV in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.93M in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.
- Bogart Wealth LLC held 602 shares of iShares Expanded Tech-Software Sector ETF worth $54.5K as of Q2 2026.
- Bogart Wealth LLC sold 60,969 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $5.42M.
- iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #517 holding.
- Bogart Wealth LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2017 and has held it in 36 quarters since.
- Bogart Wealth LLC's iShares Expanded Tech-Software Sector ETF position peaked at $4.93M in Q1 2026.
- 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.
Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.