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

Focused 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 		$14M Buy
154,098
+1,787
+1% +$159K 1.21% 21
2026
Q1 		$12.2M Buy
+152,311
New +$13.5M 1.26% 19
2025
Q4 		– Sell
-1,817
Closed -$209K – 226
2025
Q3 		$209K Buy
+1,817
New +$201K 0.02% 177
2024
Q2 		– Sell
-77,471
Closed -$6.61M – 249
2024
Q1 		$6.61M Buy
77,471
+3,841
+5% +$324K 1.01% 20
2023
Q4 		$5.97M Sell
73,630
-3,810
-5% -$282K 0.98% 20
2023
Q3 		$5.29M Buy
77,440
+3,585
+5% +$251K 0.93% 22
2023
Q2 		$5.11M Buy
73,855
+1,550
+2% +$97.3K 0.92% 20
2023
Q1 		$4.41M Sell
72,305
-1,395
-2% -$78.2K 0.89% 19
2022
Q4 		$3.77M Buy
73,700
+2,645
+4% +$137K 0.77% 24
2022
Q3 		$3.56M Buy
71,055
+4,235
+6% +$241K 0.75% 22
2022
Q2 		$3.6M Sell
66,820
-2,090
-3% -$123K 0.66% 29
2022
Q1 		$4.75M Buy
68,910
+3,435
+5% +$236K 0.75% 24
2021
Q4 		$5.21M Buy
65,475
+80
+0.1% +$6.68K 0.8% 22
2021
Q3 		$5.22M Sell
65,395
-2,020
-3% -$165K 0.85% 21
2021
Q2 		$5.26M Buy
67,415
+4,380
+7% +$318K 0.87% 20
2021
Q1 		$4.3M Buy
63,035
+565
+0.9% +$40.1K 0.76% 21
2020
Q4 		$4.42M Buy
62,470
+645
+1% +$42.7K 0.86% 19
2020
Q3 		$3.85M Buy
61,825
+1,495
+2% +$89.8K 0.84% 19
2020
Q2 		$3.43M Buy
60,330
+3,655
+6% +$183K 0.8% 20
2020
Q1 		$2.38M Buy
+56,675
New +$2.68M 0.69% 22

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

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

Focused Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.2% in Q2 2026, buying an estimated $159K and bringing the position to 154,098 shares worth $14M. The position accounts for 1.21% of the portfolio, ranked #21.

Focused Wealth Management first reported a position in IGV in Q1 2020 and has held it in 20 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Focused Wealth Management held 154,098 shares of iShares Expanded Tech-Software Sector ETF worth $14M as of Q2 2026.
  • Focused Wealth Management bought 1,787 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $159K.
  • iShares Expanded Tech-Software Sector ETF made up 1.21% of Focused Wealth Management's portfolio in Q2 2026, its #21 holding.
  • Focused Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 20 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Focused Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.