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First Heartland Consultants’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

First Heartland Consultants’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 		$1.44M Buy
+15,862
New +$1.41M 0.09% 172
2013
Q3 		– Sell
-1,075
Closed -$15K – 287
2013
Q2 		$15K Buy
+1,075
New +$14.7K 0.01% 337

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Heartland Consultants's IGV Position: Q2 2026 in Review

First Heartland Consultants opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 15,862 shares worth $1.44M. The stake represents 0.09% of the portfolio and ranks #172 among its holdings. This is a return to the name: First Heartland Consultants previously reported a position in IGV as recently as Q2 2013.

First Heartland Consultants first reported a position in IGV in Q2 2013 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • First Heartland Consultants held 15,862 shares of iShares Expanded Tech-Software Sector ETF worth $1.44M as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new First Heartland Consultants position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.09% of First Heartland Consultants's portfolio in Q2 2026, its #172 holding.
  • First Heartland Consultants first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 2 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on First Heartland Consultants's 13F filing for Q2 2026, filed 8 Jul 2026.