Cedar Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cedar Wealth 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	$221K	Buy	+2,443	New	+$217K	0.06%	85
2022 Q4	–	Sell	-4,210	Closed	-$211K	–	321
2022 Q3	$211K	Hold	4,210	–	–	0.1%	99
2022 Q2	$227K	Sell	4,210 -180	-4%	-$10.6K	0.1%	102
2022 Q1	$303K	Hold	4,390	–	–	0.12%	96
2021 Q4	$349K	Hold	4,390	–	–	0.14%	99
2021 Q3	$351K	Hold	4,390	–	–	0.16%	86
2021 Q2	$343K	Hold	4,390	–	–	0.15%	84
2021 Q1	$300K	Hold	4,390	–	–	0.15%	87
2020 Q4	$311K	Hold	4,390	–	–	0.17%	80
2020 Q3	$273K	Hold	4,390	–	–	0.17%	80
2020 Q2	$250K	Hold	4,390	–	–	0.17%	76
2020 Q1	$185K	Buy	+4,390	New	+$208K	0.12%	81

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

Cedar Wealth Management's IGV Position: Q2 2026 in Review

Cedar Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,443 shares worth $221K. The stake represents 0.06% of the portfolio and ranks #85 among its holdings. This is a return to the name: Cedar Wealth Management previously reported a position in IGV as recently as Q3 2022.

Cedar Wealth Management first reported a position in IGV in Q1 2020 and has held it in 12 quarters since. The position peaked at $351K in Q3 2021. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Cedar Wealth Management held 2,443 shares of iShares Expanded Tech-Software Sector ETF worth $221K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Cedar Wealth Management position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Cedar Wealth Management's portfolio in Q2 2026, its #85 holding.
Cedar Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 12 quarters since.
Cedar Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $351K in Q3 2021.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cedar Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.