Flagship Private Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Flagship Private Wealth’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	$1.13M	Buy	+12,431	New	+$1.11M	0.4%	51
2021 Q3	–	Sell	-460	Closed	-$36.9K	–	164
2021 Q2	$36.9K	Buy	460 +140	+44%	+$10.1K	0.03%	152
2021 Q1	$22.8K	Sell	320 -140	-30%	-$9.92K	0.02%	164
2020 Q4	$32.1K	Buy	+460	New	+$30.5K	0.03%	136

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

Flagship Private Wealth's IGV Position: Q2 2026 in Review

Flagship Private Wealth opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 12,431 shares worth $1.13M. The stake represents 0.4% of the portfolio and ranks #51 among its holdings. This is a return to the name: Flagship Private Wealth previously reported a position in IGV as recently as Q2 2021.

Flagship Private Wealth first reported a position in IGV in Q4 2020 and has held it in 4 quarters since. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Flagship Private Wealth held 12,431 shares of iShares Expanded Tech-Software Sector ETF worth $1.13M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Flagship Private Wealth position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.4% of Flagship Private Wealth's portfolio in Q2 2026, its #51 holding.
Flagship Private Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 4 quarters since.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.