Fortitude Family Office’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Fortitude Family Office’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	$45.3K	Hold	500	–	–	0.01%	312
2026 Q1	$40K	Hold	500	–	–	0.01%	274
2025 Q4	$52.8K	Hold	500	–	–	0.01%	243
2025 Q3	$57.5K	Hold	500	–	–	0.02%	232
2025 Q2	$54.8K	Hold	500	–	–	0.02%	235
2025 Q1	$44.5K	Hold	500	–	–	0.02%	246
2024 Q4	$50.1K	Hold	500	–	–	0.02%	261
2024 Q3	$44.7K	Buy	+500	New	+$42.9K	0.02%	262

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

Fortitude Family Office's IGV Position: Q2 2026 in Review

Fortitude Family Office held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 500 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #312.

Fortitude Family Office first reported a position in IGV in Q3 2024 and has held it in 8 quarters since. The position peaked at $57.5K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Fortitude Family Office held 500 shares of iShares Expanded Tech-Software Sector ETF worth $45.3K as of Q2 2026.
Fortitude Family Office 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 Fortitude Family Office's portfolio in Q2 2026, its #312 holding.
Fortitude Family Office first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and has held it in 8 quarters since.
Fortitude Family Office's iShares Expanded Tech-Software Sector ETF position peaked at $57.5K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.