Calton & Associates’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Calton & Associates’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	$284K	Buy	+3,135	New	+$279K	0.04%	322
2026 Q1	–	Sell	-5,242	Closed	-$554K	–	460
2025 Q4	$554K	Sell	5,242 -102	-2%	-$11.2K	0.08%	230
2025 Q3	$615K	Sell	5,344 -367	-6%	-$40.6K	0.09%	197
2025 Q2	$625K	Buy	+5,711	New	+$565K	0.11%	177

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Calton & Associates's IGV Position: Q2 2026 in Review

Calton & Associates opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 3,135 shares worth $284K. The stake represents 0.04% of the portfolio and ranks #322 among its holdings. This is a return to the name: Calton & Associates previously reported a position in IGV as recently as Q4 2025.

Calton & Associates first reported a position in IGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $625K in Q2 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Calton & Associates held 3,135 shares of iShares Expanded Tech-Software Sector ETF worth $284K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Calton & Associates position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #322 holding.
Calton & Associates first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 4 quarters since.
Calton & Associates's iShares Expanded Tech-Software Sector ETF position peaked at $625K in Q2 2025.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.