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

Financial Perspectives’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	$15.4K	Hold	170	–	–	﹤0.01%	494
2026 Q1	$13.6K	Hold	170	–	–	﹤0.01%	503
2025 Q4	$18K	Hold	170	–	–	﹤0.01%	447
2025 Q3	$19.6K	Hold	170	–	–	0.01%	432
2025 Q2	$18.6K	Hold	170	–	–	0.01%	426
2025 Q1	$15.1K	Hold	170	–	–	0.01%	444
2024 Q4	$17K	Hold	170	–	–	0.01%	434
2024 Q3	$15.2K	Hold	170	–	–	0.01%	427
2024 Q2	$14.8K	Hold	170	–	–	0.01%	418
2024 Q1	$14.5K	Hold	170	–	–	0.01%	421
2023 Q4	$13.8K	Buy	170 +10	+6%	+$740	0.01%	425
2023 Q3	$10.9K	Buy	+160	New	+$11.2K	0.01%	437

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

Financial Perspectives's IGV Position: Q2 2026 in Review

Financial Perspectives held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 170 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Financial Perspectives first reported a position in IGV in Q3 2023 and has held it in 12 quarters since. The position peaked at $19.6K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Financial Perspectives held 170 shares of iShares Expanded Tech-Software Sector ETF worth $15.4K as of Q2 2026.
Financial Perspectives left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q2 2026, its #494 holding.
Financial Perspectives first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and has held it in 12 quarters since.
Financial Perspectives's iShares Expanded Tech-Software Sector ETF position peaked at $19.6K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.