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Clear Creek Financial Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Clear Creek Financial 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 		$349K Buy
+3,856
New +$343K 0.02% 488
2021
Q1 		– Sell
-3,145
Closed -$222K – 144
2020
Q4 		$222K Buy
+3,145
New +$208K 0.04% 266

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

Clear Creek Financial Management's IGV Position: Q2 2026 in Review

Clear Creek Financial Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 3,856 shares worth $349K. The stake represents 0.02% of the portfolio and ranks #488 among its holdings. This is a return to the name: Clear Creek Financial Management previously reported a position in IGV as recently as Q4 2020.

Clear Creek Financial Management first reported a position in IGV in Q4 2020 and has held it in 2 quarters since. 305 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Clear Creek Financial Management held 3,856 shares of iShares Expanded Tech-Software Sector ETF worth $349K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Clear Creek Financial Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #488 holding.
  • Clear Creek Financial Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 2 quarters since.
  • 305 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.