Dupree Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Dupree Financial Group’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	$306K	Buy	3,381 +16	+0.5%	+$1.42K	0.11%	67
2026 Q1	$269K	Buy	3,365 +48	+1%	+$4.25K	0.11%	65
2025 Q4	$351K	Sell	3,317 -224	-6%	-$24.6K	0.13%	63
2025 Q3	$407K	Sell	3,541 -48	-1%	-$5.31K	0.15%	52
2025 Q2	$393K	Sell	3,589 -39	-1%	-$3.86K	0.15%	56
2025 Q1	$323K	Sell	3,628 -85	-2%	-$8.39K	0.13%	59
2024 Q4	$372K	Sell	3,713 -24	-0.6%	-$2.38K	0.17%	50
2024 Q3	$334K	Buy	3,737 +31	+0.8%	+$2.66K	0.13%	58
2024 Q2	$322K	Sell	3,706 -3,951	-52%	-$325K	0.15%	50
2024 Q1	$653K	Sell	7,657 -253	-3%	-$21.4K	0.29%	34
2023 Q4	$642K	Buy	+7,910	New	+$585K	0.31%	32

Other funds holding IGV

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Dupree Financial Group's IGV Position: Q2 2026 in Review

Dupree Financial Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.48% in Q2 2026, buying an estimated $1.42K and bringing the position to 3,381 shares worth $306K. The position accounts for 0.11% of the portfolio, ranked #67.

Dupree Financial Group first reported a position in IGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $653K in Q1 2024. 525 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Dupree Financial Group held 3,381 shares of iShares Expanded Tech-Software Sector ETF worth $306K as of Q2 2026.
Dupree Financial Group bought 16 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.42K.
iShares Expanded Tech-Software Sector ETF made up 0.11% of Dupree Financial Group's portfolio in Q2 2026, its #67 holding.
Dupree Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 11 quarters since.
Dupree Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $653K in Q1 2024.
525 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.