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	$163K	Buy	+1,800	New	+$160K	0.07%	144

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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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.