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Founders Financial Alliance’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Founders Financial Alliance’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 		$90.2K Hold
995
– – 0.01% 509
2026
Q1 		$79.7K Buy
995
+510
+105% +$45.1K 0.01% 476
2025
Q4 		$51.3K Sell
485
-510
-51% -$56.1K 0.01% 430
2025
Q3 		$114K Buy
995
+510
+105% +$56.5K 0.02% 426
2025
Q2 		$53.1K Sell
485
-510
-51% -$50.4K 0.01% 382
2025
Q1 		$88.5K Hold
995
– – 0.02% 395
2024
Q4 		$99.6K Hold
995
– – 0.03% 324
2024
Q3 		$88.9K Sell
995
-70
-7% -$6K 0.02% 344
2024
Q2 		$92.6K Hold
1,065
– – 0.03% 326
2024
Q1 		$90.8K Sell
1,065
-95
-8% -$8.02K 0.03% 332
2023
Q4 		$94.1K Hold
1,160
– – 0.04% 295
2023
Q3 		$79.2K Hold
1,160
– – 0.03% 289
2023
Q2 		$80.3K Hold
1,160
– – 0.03% 310
2023
Q1 		$70.5K Hold
1,160
– – 0.04% 277
2022
Q4 		$59.4K Hold
1,160
– – 0.03% 305
2022
Q3 		$58K Buy
1,160
+510
+78% +$29K 0.03% 304
2022
Q2 		$35K Sell
650
-510
-44% -$30K 0.02% 369
2022
Q1 		$80K Hold
1,160
– – 0.04% 281
2021
Q4 		$92K Hold
1,160
– – 0.04% 308
2021
Q3 		$93K Hold
1,160
– – 0.04% 283
2021
Q2 		$91K Hold
1,160
– – 0.04% 304
2021
Q1 		$79K Buy
1,160
+650
+127% +$46.1K 0.04% 295
2020
Q4 		$36K Hold
510
– – 0.02% 311
2020
Q3 		$32K Buy
+510
New +$30.6K 0.02% 464

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

Founders Financial Alliance's IGV Position: Q2 2026 in Review

Founders Financial Alliance held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 995 shares worth $90.2K. The position accounts for 0.01% of the portfolio, ranked #509.

Founders Financial Alliance first reported a position in IGV in Q3 2020 and has held it in 24 quarters since. The position peaked at $114K in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Founders Financial Alliance held 995 shares of iShares Expanded Tech-Software Sector ETF worth $90.2K as of Q2 2026.
  • Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q2 2026, its #509 holding.
  • Founders Financial Alliance first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's iShares Expanded Tech-Software Sector ETF position peaked at $114K in Q3 2025.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.