Fourth Dimension Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Fourth Dimension 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	$35.6K	Sell	393 -74	-16%	-$6.58K	0.01%	314
2026 Q1	$37.4K	Sell	467 -215	-32%	-$19K	0.01%	255
2025 Q4	$72.1K	Hold	682	–	–	0.03%	204
2025 Q3	$78.4K	Hold	682	–	–	0.03%	186
2025 Q2	$74.7K	Sell	682 -357	-34%	-$35.3K	0.03%	189
2025 Q1	$92.5K	Hold	1,039	–	–	0.04%	173
2024 Q4	$104K	Buy	+1,039	New	+$103K	0.05%	150

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

Fourth Dimension Wealth's IGV Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 16% in Q2 2026, selling an estimated $6.58K and leaving 393 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #314.

Fourth Dimension Wealth first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $104K in Q4 2024. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Fourth Dimension Wealth held 393 shares of iShares Expanded Tech-Software Sector ETF worth $35.6K as of Q2 2026.
Fourth Dimension Wealth sold 74 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $6.58K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #314 holding.
Fourth Dimension Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $104K in Q4 2024.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.