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

Curated Wealth Partners’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 		– Sell
-4,000
Closed -$320K – 865
2026
Q1 		$320K Buy
+4,000
New +$354K 0.04% 148

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
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Curated Wealth Partners's IGV Position: Q2 2026 in Review

Curated Wealth Partners sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 4,000 shares — an estimated $320K sold.

Curated Wealth Partners first reported a position in IGV in Q1 2026 and held it in 1 quarter. The position peaked at $320K in Q1 2026. 284 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Curated Wealth Partners reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 4,000 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $320K.
  • Curated Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and held it in 1 quarter.
  • Curated Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $320K in Q1 2026.
  • 284 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.