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

Founders Financial Securities’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 		$2.32M Buy
25,628
+5,898
+30% +$524K 0.12% 169
2026
Q1 		$1.51M Buy
19,730
+1,044
+6% +$92.4K 0.09% 222
2025
Q4 		$1.97M Buy
18,686
+872
+5% +$95.9K 0.12% 170
2025
Q3 		$2.05M Sell
17,814
-72
-0.4% -$7.97K 0.14% 146
2025
Q2 		$1.96M Buy
17,886
+15,091
+540% +$1.49M 0.15% 129
2025
Q1 		$265K Sell
2,795
-19,996
-88% -$1.97M 0.02% 408
2024
Q4 		$2.28M Buy
22,791
+20,246
+796% +$2.01M 0.21% 95
2024
Q3 		$227K Sell
2,545
-250
-9% -$21.4K 0.02% 399
2024
Q2 		$243K Sell
2,795
-30
-1% -$2.46K 0.02% 380
2024
Q1 		$241K Sell
2,825
-5
-0.2% -$422 0.03% 345
2023
Q4 		$230K Buy
+2,830
New +$209K 0.03% 335
2023
Q3 		– Sell
-4,485
Closed -$310K – 343
2023
Q2 		$310K Sell
4,485
-1,145
-20% -$71.9K 0.04% 258
2023
Q1 		$343K Sell
5,630
-1,070
-16% -$60K 0.05% 249
2022
Q4 		$343K Sell
6,700
-3,920
-37% -$203K 0.05% 240
2022
Q3 		$531K Sell
10,620
-3,735
-26% -$212K 0.09% 172
2022
Q2 		$774K Sell
14,355
-5,450
-28% -$320K 0.15% 122
2022
Q1 		$1.37M Sell
19,805
-1,325
-6% -$91K 0.24% 86
2021
Q4 		$1.68M Buy
21,130
+5
+0% +$418 0.3% 74
2021
Q3 		$1.69M Hold
21,125
– – 0.34% 63
2021
Q2 		$1.65M Sell
21,125
-255
-1% -$18.5K 0.33% 67
2021
Q1 		$1.46M Buy
21,380
+615
+3% +$43.6K 0.34% 55
2020
Q4 		$1.47M Buy
20,765
+840
+4% +$55.7K 0.35% 53
2020
Q3 		$1.24M Buy
+19,925
New +$1.2M 0.4% 42
2016
Q3 		– Sell
-175,650
Closed -$3.69M – 88
2016
Q2 		$3.69M Buy
+175,650
New +$3.62M 1.69% 20
2014
Q3 		– Sell
-149,125
Closed -$2.56M – 79
2014
Q2 		$2.56M Buy
+149,125
New +$2.43M 1.72% 11

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 Securities's IGV Position: Q2 2026 in Review

Founders Financial Securities increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 30% in Q2 2026, buying an estimated $524K and bringing the position to 25,628 shares worth $2.32M. The position accounts for 0.12% of the portfolio, ranked #169.

Founders Financial Securities first reported a position in IGV in Q2 2014 and has held it in 25 quarters since. The position peaked at $3.69M in Q2 2016. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Founders Financial Securities held 25,628 shares of iShares Expanded Tech-Software Sector ETF worth $2.32M as of Q2 2026.
  • Founders Financial Securities bought 5,898 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $524K.
  • iShares Expanded Tech-Software Sector ETF made up 0.12% of Founders Financial Securities's portfolio in Q2 2026, its #169 holding.
  • Founders Financial Securities first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2014 and has held it in 25 quarters since.
  • Founders Financial Securities's iShares Expanded Tech-Software Sector ETF position peaked at $3.69M in Q2 2016.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.