Clark Asset Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Clark Asset 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	$253K	Hold	2,795	–	–	0.02%	244
2026 Q1	$224K	Hold	2,795	–	–	0.02%	238
2025 Q4	$295K	Hold	2,795	–	–	0.03%	175
2025 Q3	$321K	Hold	2,795	–	–	0.04%	149
2025 Q2	$306K	Hold	2,795	–	–	0.04%	142
2025 Q1	$249K	Hold	2,795	–	–	0.04%	132
2024 Q4	$280K	Hold	2,795	–	–	0.05%	107
2024 Q3	$250K	Hold	2,795	–	–	0.05%	108
2024 Q2	$243K	Buy	+2,795	New	+$230K	0.07%	86

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

Clark Asset Management's IGV Position: Q2 2026 in Review

Clark Asset Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 2,795 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #244.

Clark Asset Management first reported a position in IGV in Q2 2024 and has held it in 9 quarters since. The position peaked at $321K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Clark Asset Management held 2,795 shares of iShares Expanded Tech-Software Sector ETF worth $253K as of Q2 2026.
Clark Asset Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Clark Asset Management's portfolio in Q2 2026, its #244 holding.
Clark Asset Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and has held it in 9 quarters since.
Clark Asset Management's iShares Expanded Tech-Software Sector ETF position peaked at $321K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Clark Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.