Custom Index Systems’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Custom Index Systems’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	$553K	Buy	6,108 +858	+16%	+$76.3K	0.2%	132
2026 Q1	$420K	Buy	+5,250	New	+$465K	0.18%	160
2025 Q4	–	Sell	-12,930	Closed	-$1.49M	–	264
2025 Q3	$1.49M	Buy	12,930 +7,990	+162%	+$884K	0.44%	62
2025 Q2	$541K	Sell	4,940 -60	-1%	-$5.93K	0.26%	117
2025 Q1	$445K	Buy	+5,000	New	+$494K	0.23%	136
2024 Q2	–	Sell	-5,205	Closed	-$444K	–	277
2024 Q1	$444K	Buy	5,205 +440	+9%	+$37.1K	0.25%	118
2023 Q4	$387K	Buy	+4,765	New	+$353K	0.24%	119

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

Custom Index Systems's IGV Position: Q2 2026 in Review

Custom Index Systems increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 16% in Q2 2026, buying an estimated $76.3K and bringing the position to 6,108 shares worth $553K. The position accounts for 0.2% of the portfolio, ranked #132.

Custom Index Systems first reported a position in IGV in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.49M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Custom Index Systems held 6,108 shares of iShares Expanded Tech-Software Sector ETF worth $553K as of Q2 2026.
Custom Index Systems bought 858 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $76.3K.
iShares Expanded Tech-Software Sector ETF made up 0.2% of Custom Index Systems's portfolio in Q2 2026, its #132 holding.
Custom Index Systems first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 7 quarters since.
Custom Index Systems's iShares Expanded Tech-Software Sector ETF position peaked at $1.49M in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.