Centaurus Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Centaurus Financial’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	$326K	Sell	3,599 -392	-10%	-$34.9K	0.01%	715
2026 Q1	$319K	Buy	3,991 +613	+18%	+$54.3K	0.02%	660
2025 Q4	$357K	Sell	3,378 -1,364	-29%	-$150K	0.02%	618
2025 Q3	$545K	Buy	4,742 +18	+0.4%	+$1.99K	0.03%	504
2025 Q2	$517K	Buy	4,724 +1,152	+32%	+$114K	0.03%	472
2025 Q1	$318K	Buy	3,572 +925	+35%	+$91.4K	0.02%	560
2024 Q4	$265K	Sell	2,647 -448	-14%	-$44.4K	0.02%	589
2024 Q3	$277K	Sell	3,095 -668	-18%	-$57.3K	0.02%	560
2024 Q2	$327K	Buy	3,763 +2,508	+200%	+$206K	0.02%	476
2024 Q1	$107K	Sell	1,255 -18,355	-94%	-$1.55M	0.01%	746
2023 Q4	$1.59M	Buy	19,610 +18,060	+1,165%	+$1.34M	0.12%	169
2023 Q3	$106K	Hold	1,550	–	–	0.01%	712
2023 Q2	$107K	Buy	+1,550	New	+$97.3K	0.01%	708
2022 Q1	–	Sell	-1,680	Closed	-$134K	–	935
2021 Q4	$134K	Sell	1,680 -33,020	-95%	-$2.76M	0.01%	803
2021 Q3	$2.77M	Buy	34,700 +10,535	+44%	+$860K	0.23%	103
2021 Q2	$1.89M	Buy	24,165 +20,790	+616%	+$1.51M	0.16%	163
2021 Q1	$230K	Sell	3,375 -5,645	-63%	-$400K	0.02%	563
2020 Q4	$639K	Buy	9,020 +2,180	+32%	+$144K	0.07%	313
2020 Q3	$426K	Sell	6,840 -21,490	-76%	-$1.29M	0.06%	296
2020 Q2	$1.61M	Buy	+28,330	New	+$1.42M	0.24%	114
2020 Q1	–	Sell	-3,280	Closed	-$153K	–	573
2019 Q4	$153K	Buy	+3,280	New	+$145K	0.02%	512
2019 Q3	–	Sell	-4,445	Closed	-$194K	–	505
2019 Q2	$194K	Sell	4,445 -215	-5%	-$9.21K	0.03%	432
2019 Q1	$196K	Sell	4,660 -340	-7%	-$13.4K	0.03%	411
2018 Q4	$172K	Hold	5,000	–	–	0.04%	358
2018 Q3	$203K	Sell	5,000 -1,090	-18%	-$42.7K	0.04%	376
2018 Q2	$223K	Buy	6,090 +1,470	+32%	+$53K	0.03%	488
2018 Q1	$157K	Buy	+4,620	New	+$156K	0.04%	360

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

Centaurus Financial's IGV Position: Q2 2026 in Review

Centaurus Financial reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 9.8% in Q2 2026, selling an estimated $34.9K and leaving 3,599 shares worth $326K. The position accounts for 0.01% of the portfolio, ranked #715.

Centaurus Financial first reported a position in IGV in Q1 2018 and has held it in 27 quarters since. The position peaked at $2.77M in Q3 2021. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Centaurus Financial held 3,599 shares of iShares Expanded Tech-Software Sector ETF worth $326K as of Q2 2026.
Centaurus Financial sold 392 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $34.9K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Centaurus Financial's portfolio in Q2 2026, its #715 holding.
Centaurus Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and has held it in 27 quarters since.
Centaurus Financial's iShares Expanded Tech-Software Sector ETF position peaked at $2.77M in Q3 2021.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.