Cheviot Value Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Cheviot Value 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	$168K	Buy	1,850 +300	+19%	+$26.7K	0.02%	138
2026 Q1	$124K	Sell	1,550 -250	-14%	-$22.1K	0.01%	152
2025 Q4	$175K	Hold	1,800	–	–	0.02%	137
2025 Q3	$210K	Hold	1,800	–	–	0.02%	131
2025 Q2	$197K	Hold	1,800	–	–	0.02%	115
2025 Q1	$179K	Buy	+1,800	New	+$178K	0.02%	114

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

Cheviot Value Management's IGV Position: Q2 2026 in Review

Cheviot Value Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 19% in Q2 2026, buying an estimated $26.7K and bringing the position to 1,850 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #138.

Cheviot Value Management first reported a position in IGV in Q1 2025 and has held it in 6 quarters since. The position peaked at $210K in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Cheviot Value Management held 1,850 shares of iShares Expanded Tech-Software Sector ETF worth $168K as of Q2 2026.
Cheviot Value Management bought 300 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $26.7K.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Cheviot Value Management's portfolio in Q2 2026, its #138 holding.
Cheviot Value Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's iShares Expanded Tech-Software Sector ETF position peaked at $210K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.