Copia Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Copia Wealth 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	$96.4K	Sell	1,064 -6	-0.6%	-$533	0.06%	153
2026 Q1	$85.7K	Sell	1,070 -317	-23%	-$28.1K	0.06%	151
2025 Q4	$147K	Sell	1,387 -14	-1%	-$1.54K	0.1%	121
2025 Q3	$161K	Buy	1,401 +315	+29%	+$34.9K	0.12%	110
2025 Q2	$119K	Sell	1,086 -2,054	-65%	-$203K	0.1%	116
2025 Q1	$279K	Buy	3,140 +562	+22%	+$55.5K	0.26%	75
2024 Q4	$258K	Buy	+2,578	New	+$255K	0.25%	73

Other funds holding IGV

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

Copia Wealth Management's IGV Position: Q2 2026 in Review

Copia Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.56% in Q2 2026, selling an estimated $533 and leaving 1,064 shares worth $96.4K. The position accounts for 0.06% of the portfolio, ranked #153.

Copia Wealth Management first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $279K in Q1 2025. 888 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Copia Wealth Management held 1,064 shares of iShares Expanded Tech-Software Sector ETF worth $96.4K as of Q2 2026.
Copia Wealth Management sold 6 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $533.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Copia Wealth Management's portfolio in Q2 2026, its #153 holding.
Copia Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $279K in Q1 2025.
888 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.