Ceera Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ceera Investments’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	$321K	Buy	3,545 +195	+6%	+$17.3K	0.14%	77
2026 Q1	$268K	Hold	3,350	–	–	0.12%	78
2025 Q4	$354K	Hold	3,350	–	–	0.14%	67
2025 Q3	$385K	Buy	3,350 +295	+10%	+$32.7K	0.12%	87
2025 Q2	$335K	Hold	3,055	–	–	0.1%	90
2025 Q1	$272K	Hold	3,055	–	–	0.09%	86
2024 Q4	$306K	Hold	3,055	–	–	0.11%	80
2024 Q3	$273K	Hold	3,055	–	–	0.1%	89
2024 Q2	$265K	Hold	3,055	–	–	0.11%	83
2024 Q1	$261K	Hold	3,055	–	–	0.11%	81
2023 Q4	$248K	Hold	3,055	–	–	0.12%	76
2023 Q3	$209K	Sell	3,055 -40	-1%	-$2.81K	0.11%	76
2023 Q2	$214K	Buy	+3,095	New	+$194K	0.12%	71

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

Ceera Investments's IGV Position: Q2 2026 in Review

Ceera Investments increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 5.8% in Q2 2026, buying an estimated $17.3K and bringing the position to 3,545 shares worth $321K. The position accounts for 0.14% of the portfolio, ranked #77.

Ceera Investments first reported a position in IGV in Q2 2023 and has held it in 13 quarters since. The position peaked at $385K in Q3 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Ceera Investments held 3,545 shares of iShares Expanded Tech-Software Sector ETF worth $321K as of Q2 2026.
Ceera Investments bought 195 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $17.3K.
iShares Expanded Tech-Software Sector ETF made up 0.14% of Ceera Investments's portfolio in Q2 2026, its #77 holding.
Ceera Investments first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 13 quarters since.
Ceera Investments's iShares Expanded Tech-Software Sector ETF position peaked at $385K in Q3 2025.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Ceera Investments's 13F filing for Q2 2026, filed 6 Aug 2026.