Garrett Wealth Advisory Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Garrett Wealth Advisory Group’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	$290K	Hold	3,201	–	–	0.04%	119
2026 Q1	$256K	Hold	3,201	–	–	0.05%	119
2025 Q4	$338K	Hold	3,201	–	–	0.06%	84
2025 Q3	$368K	Hold	3,201	–	–	0.07%	83
2025 Q2	$351K	Hold	3,201	–	–	0.07%	78
2025 Q1	$285K	Buy	3,201 +16	+0.5%	+$1.58K	0.06%	86
2024 Q4	$319K	Hold	3,185	–	–	0.07%	76
2024 Q3	$285K	Hold	3,185	–	–	0.07%	75
2024 Q2	$277K	Hold	3,185	–	–	0.1%	70
2024 Q1	$272K	Hold	3,185	–	–	0.11%	57
2023 Q4	$258K	Hold	3,185	–	–	0.11%	52
2023 Q3	$217K	Hold	3,185	–	–	0.1%	54
2023 Q2	$220K	Buy	+3,185	New	+$200K	0.1%	53

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

Garrett Wealth Advisory Group's IGV Position: Q2 2026 in Review

Garrett Wealth Advisory Group held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 3,201 shares worth $290K. The position accounts for 0.04% of the portfolio, ranked #119.

Garrett Wealth Advisory Group first reported a position in IGV in Q2 2023 and has held it in 13 quarters since. The position peaked at $368K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Garrett Wealth Advisory Group held 3,201 shares of iShares Expanded Tech-Software Sector ETF worth $290K as of Q2 2026.
Garrett Wealth Advisory Group left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.04% of Garrett Wealth Advisory Group's portfolio in Q2 2026, its #119 holding.
Garrett Wealth Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 13 quarters since.
Garrett Wealth Advisory Group's iShares Expanded Tech-Software Sector ETF position peaked at $368K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Garrett Wealth Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.