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

EPG 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	$6.07K	Buy	67 +1	+2%	+$89	﹤0.01%	294
2026 Q1	$5.28K	Hold	66	–	–	﹤0.01%	299
2025 Q4	$6.98K	Hold	66	–	–	﹤0.01%	287
2025 Q3	$7.59K	Hold	66	–	–	﹤0.01%	287
2025 Q2	$7.23K	Buy	+66	New	+$6.53K	﹤0.01%	280
2020 Q2	–	Sell	-145	Closed	-$6K	–	432
2020 Q1	$6K	Buy	+145	New	+$6.86K	﹤0.01%	564

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

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

EPG Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.5% in Q2 2026, buying an estimated $89 and bringing the position to 67 shares worth $6.07K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

EPG Wealth Management first reported a position in IGV in Q1 2020 and has held it in 6 quarters since. The position peaked at $7.59K in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

EPG Wealth Management held 67 shares of iShares Expanded Tech-Software Sector ETF worth $6.07K as of Q2 2026.
EPG Wealth Management bought 1 iShares Expanded Tech-Software Sector ETF share in Q2 2026, an estimated $89.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q2 2026, its #294 holding.
EPG Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 6 quarters since.
EPG Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $7.59K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.