Chung Wu Investment Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Chung Wu Investment Group’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	$27.2K	Buy	+300	New	+$26.7K	0.02%	185
2026 Q1	–	Sell	-250	Closed	-$26.4K	–	276
2025 Q4	$26.4K	Hold	250	–	–	0.02%	161
2025 Q3	$28.8K	Hold	250	–	–	0.02%	162
2025 Q2	$27.4K	Buy	+250	New	+$24.7K	0.03%	152

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

Chung Wu Investment Group's IGV Position: Q2 2026 in Review

Chung Wu Investment Group opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 300 shares worth $27.2K. The stake represents 0.02% of the portfolio and ranks #185 among its holdings. This is a return to the name: Chung Wu Investment Group previously reported a position in IGV as recently as Q4 2025.

Chung Wu Investment Group first reported a position in IGV in Q2 2025 and has held it in 4 quarters since. The position peaked at $28.8K in Q3 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Chung Wu Investment Group held 300 shares of iShares Expanded Tech-Software Sector ETF worth $27.2K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Chung Wu Investment Group position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Chung Wu Investment Group's portfolio in Q2 2026, its #185 holding.
Chung Wu Investment Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 4 quarters since.
Chung Wu Investment Group's iShares Expanded Tech-Software Sector ETF position peaked at $28.8K in Q3 2025.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.