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

Future Financial 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	$2.49M	Buy	28,553 +790	+3%	+$70.2K	1.55%	21
2026 Q1	$2.3M	Buy	+27,763	New	+$2.46M	1.48%	20
2025 Q4	–	Sell	-18,659	Closed	-$2.15M	–	256
2025 Q3	$2.15M	Sell	18,659 -1,303	-7%	-$144K	1.35%	19
2025 Q2	$2.19M	Buy	19,962 +460	+2%	+$45.5K	1.49%	16
2025 Q1	$1.74M	Buy	+19,502	New	+$1.93M	1.27%	18

Other funds holding IGV

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Future Financial Wealth Management's IGV Position: Q2 2026 in Review

Future Financial Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.8% in Q2 2026, buying an estimated $70.2K and bringing the position to 28,553 shares worth $2.49M. The position accounts for 1.55% of the portfolio, ranked #21.

Future Financial Wealth Management first reported a position in IGV in Q1 2025 and has held it in 5 quarters since. 413 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Future Financial Wealth Management held 28,553 shares of iShares Expanded Tech-Software Sector ETF worth $2.49M as of Q2 2026.
Future Financial Wealth Management bought 790 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $70.2K.
iShares Expanded Tech-Software Sector ETF made up 1.55% of Future Financial Wealth Management's portfolio in Q2 2026, its #21 holding.
Future Financial Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 5 quarters since.
413 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Future Financial Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.