GC Wealth Management RIA’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

GC Wealth Management RIA’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	$2.22M	Sell	24,522 -594	-2%	-$52.8K	0.13%	141
2026 Q1	$2.01M	Buy	25,116 +351	+1%	+$31.1K	0.08%	154
2025 Q4	$2.62M	Buy	24,765 +2,291	+10%	+$252K	0.1%	140
2025 Q3	$2.58M	Buy	22,474 +18,616	+483%	+$2.06M	0.09%	178
2025 Q2	$422K	Buy	+3,858	New	+$382K	0.03%	356

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

GC Wealth Management RIA's IGV Position: Q2 2026 in Review

GC Wealth Management RIA reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.4% in Q2 2026, selling an estimated $52.8K and leaving 24,522 shares worth $2.22M. The position accounts for 0.13% of the portfolio, ranked #141.

GC Wealth Management RIA first reported a position in IGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.62M in Q4 2025. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

GC Wealth Management RIA held 24,522 shares of iShares Expanded Tech-Software Sector ETF worth $2.22M as of Q2 2026.
GC Wealth Management RIA sold 594 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $52.8K.
iShares Expanded Tech-Software Sector ETF made up 0.13% of GC Wealth Management RIA's portfolio in Q2 2026, its #141 holding.
GC Wealth Management RIA first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 5 quarters since.
GC Wealth Management RIA's iShares Expanded Tech-Software Sector ETF position peaked at $2.62M in Q4 2025.
880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.