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

Dakota 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	$276K	Buy	3,049 +324	+12%	+$28.8K	0.01%	688
2026 Q1	$218K	Hold	2,725	–	–	﹤0.01%	726
2025 Q4	$288K	Hold	2,725	–	–	0.01%	666
2025 Q3	$313K	Sell	2,725 -967	-26%	-$107K	0.01%	551
2025 Q2	$404K	Sell	3,692 -1,533	-29%	-$152K	0.01%	551
2025 Q1	$465K	Buy	5,225 +2,500	+92%	+$247K	0.01%	528
2024 Q4	$273K	Hold	2,725	–	–	0.01%	638
2024 Q3	$244K	Hold	2,725	–	–	0.01%	646
2024 Q2	$237K	Hold	2,725	–	–	0.01%	633
2024 Q1	$232K	Buy	+2,725	New	+$230K	0.01%	637

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

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

Dakota Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 12% in Q2 2026, buying an estimated $28.8K and bringing the position to 3,049 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #688.

Dakota Wealth Management first reported a position in IGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $465K in Q1 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Dakota Wealth Management held 3,049 shares of iShares Expanded Tech-Software Sector ETF worth $276K as of Q2 2026.
Dakota Wealth Management bought 324 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $28.8K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #688 holding.
Dakota Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 10 quarters since.
Dakota Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $465K in Q1 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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