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

CreativeOne Wealth’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	$1.2M	Sell	13,224 -3,436	-21%	-$305K	0.03%	521
2026 Q1	$1.33M	Buy	16,660 +10,630	+176%	+$941K	0.03%	473
2025 Q4	$637K	Buy	6,030 +323	+6%	+$35.5K	0.02%	705
2025 Q3	$656K	Buy	+5,707	New	+$632K	0.02%	680
2025 Q1	–	Sell	-8,967	Closed	-$898K	–	1103
2024 Q4	$898K	Sell	8,967 -383	-4%	-$38K	0.03%	504
2024 Q3	$836K	Buy	9,350 +1,982	+27%	+$170K	0.03%	487
2024 Q2	$640K	Buy	+7,368	New	+$605K	0.03%	421
2022 Q1	–	Sell	-3,320	Closed	-$264K	–	765
2021 Q4	$264K	Buy	3,320 +475	+17%	+$39.7K	0.01%	625
2021 Q3	$227K	Buy	+2,845	New	+$232K	0.01%	629
2020 Q3	–	Sell	-4,170	Closed	-$237K	–	270
2020 Q2	$237K	Buy	+4,170	New	+$209K	0.04%	217

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

CreativeOne Wealth's IGV Position: Q2 2026 in Review

CreativeOne Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 21% in Q2 2026, selling an estimated $305K and leaving 13,224 shares worth $1.2M. The position accounts for 0.03% of the portfolio, ranked #521.

CreativeOne Wealth first reported a position in IGV in Q2 2020 and has held it in 10 quarters since. The position peaked at $1.33M in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

CreativeOne Wealth held 13,224 shares of iShares Expanded Tech-Software Sector ETF worth $1.2M as of Q2 2026.
CreativeOne Wealth sold 3,436 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $305K.
iShares Expanded Tech-Software Sector ETF made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #521 holding.
CreativeOne Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 10 quarters since.
CreativeOne Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $1.33M in Q1 2026.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.