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

Curio 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	$2.18M	Sell	24,011 -231	-1%	-$20.5K	0.68%	20
2026 Q1	$1.94M	Sell	24,242 -249	-1%	-$22K	0.66%	20
2025 Q4	$2.65M	Hold	24,491	–	–	0.94%	18
2025 Q3	$2.82M	Hold	24,491	–	–	1.16%	17
2025 Q2	$2.68M	Buy	24,491 +24,472	+128,800%	+$2.42M	1.17%	17
2025 Q1	$2.5M	Sell	19 -24,960	-100%	-$2.47M	1.3%	18
2024 Q4	$2.5M	Buy	+24,979	New	+$2.48M	1.35%	18

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

Curio Wealth's IGV Position: Q2 2026 in Review

Curio Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.95% in Q2 2026, selling an estimated $20.5K and leaving 24,011 shares worth $2.18M. The position accounts for 0.68% of the portfolio, ranked #20.

Curio Wealth first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.82M in Q3 2025. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Curio Wealth held 24,011 shares of iShares Expanded Tech-Software Sector ETF worth $2.18M as of Q2 2026.
Curio Wealth sold 231 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $20.5K.
iShares Expanded Tech-Software Sector ETF made up 0.68% of Curio Wealth's portfolio in Q2 2026, its #20 holding.
Curio Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Curio Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $2.82M in Q3 2025.
880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.