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Dudley Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Dudley Capital 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 		$465K Buy
+5,132
New +$456K 0.19% 91
2026
Q1 		– Sell
-1,957
Closed -$207K – 146
2025
Q4 		$207K Buy
1,957
+69
+4% +$7.58K 0.09% 125
2025
Q3 		$217K Buy
+1,888
New +$209K 0.1% 118

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Dudley Capital Management's IGV Position: Q2 2026 in Review

Dudley Capital Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 5,132 shares worth $465K. The stake represents 0.19% of the portfolio and ranks #91 among its holdings. This is a return to the name: Dudley Capital Management previously reported a position in IGV as recently as Q4 2025.

Dudley Capital Management first reported a position in IGV in Q3 2025 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Dudley Capital Management held 5,132 shares of iShares Expanded Tech-Software Sector ETF worth $465K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Dudley Capital Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.19% of Dudley Capital Management's portfolio in Q2 2026, its #91 holding.
  • Dudley Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 3 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.