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Breakwater Capital Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Breakwater Capital Group’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 		$250K Buy
+2,764
New +$246K 0.03% 333

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Breakwater Capital Group's IGV Position: Q2 2026 in Review

Breakwater Capital Group opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,764 shares worth $250K. The stake represents 0.03% of the portfolio and ranks #333 among its holdings.

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

  • Breakwater Capital Group held 2,764 shares of iShares Expanded Tech-Software Sector ETF worth $250K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Breakwater Capital Group position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Breakwater Capital Group's portfolio in Q2 2026, its #333 holding.
  • 117 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Breakwater Capital Group's 13F filing for Q2 2026, filed 8 Jul 2026.