Focus Partners Wealth
IGV icon

Focus Partners Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Focus Partners 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 		$12.8M Sell
146,871
-74,845
-34% -$6.65M 0.01% 634
2026
Q1 		$17M Buy
221,716
+149,561
+207% +$13.2M 0.02% 547
2025
Q4 		$7.64M Sell
72,155
-37,506
-34% -$4.12M 0.01% 796
2025
Q3 		$12.5M Buy
109,661
+40,781
+59% +$4.51M 0.02% 502
2025
Q2 		$7.54M Buy
68,880
+62,245
+938% +$6.16M 0.02% 560
2025
Q1 		$590K Sell
6,635
-77,783
-92% -$7.68M ﹤0.01% 1276
2024
Q4 		$8.45M Buy
84,418
+5,877
+7% +$582K 0.02% 501
2024
Q3 		$7.02M Sell
78,541
-76,729
-49% -$6.58M 0.02% 480
2024
Q2 		$13.5M Buy
155,270
+76,880
+98% +$6.31M 0.05% 308
2024
Q1 		$6.68M Sell
78,390
-405
-0.5% -$34.2K 0.05% 273
2023
Q4 		$6.39M Buy
+78,795
New +$5.83M 0.08% 197

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

Focus Partners Wealth's IGV Position: Q2 2026 in Review

Focus Partners Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 34% in Q2 2026, selling an estimated $6.65M and leaving 146,871 shares worth $12.8M. The position accounts for 0.01% of the portfolio, ranked #634.

Focus Partners Wealth first reported a position in IGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $17M in Q1 2026. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Focus Partners Wealth held 146,871 shares of iShares Expanded Tech-Software Sector ETF worth $12.8M as of Q2 2026.
  • Focus Partners Wealth sold 74,845 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $6.65M.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #634 holding.
  • Focus Partners Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $17M in Q1 2026.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.