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Caliber Wealth Management (Kansas)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Caliber Wealth Management (Kansas)’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 		$419K Buy
4,626
+1,476
+47% +$131K 0.04% 202
2026
Q1 		$252K Sell
3,150
-17,441
-85% -$1.54M 0.03% 235
2025
Q4 		$2.18M Sell
20,591
-125
-0.6% -$13.7K 0.23% 89
2025
Q3 		$2.38M Sell
20,716
-282
-1% -$31.2K 0.27% 84
2025
Q2 		$2.3M Sell
20,998
-125
-0.6% -$12.4K 0.25% 85
2025
Q1 		$1.88M Buy
+21,123
New +$2.09M 0.26% 94

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s IGV Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 47% in Q2 2026, buying an estimated $131K and bringing the position to 4,626 shares worth $419K. The position accounts for 0.04% of the portfolio, ranked #202.

Caliber Wealth Management (Kansas) first reported a position in IGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.38M in Q3 2025. 329 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 4,626 shares of iShares Expanded Tech-Software Sector ETF worth $419K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 1,476 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $131K.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #202 holding.
  • Caliber Wealth Management (Kansas) first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 6 quarters since.
  • Caliber Wealth Management (Kansas)'s iShares Expanded Tech-Software Sector ETF position peaked at $2.38M in Q3 2025.
  • 329 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.