Global Financial Private Client’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Global Financial Private Client’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	$1.31M	Buy	14,420 +1,332	+10%	+$118K	0.35%	85
2026 Q1	$1.05M	Buy	13,088 +2,256	+21%	+$200K	0.34%	89
2025 Q4	$1.14M	Buy	10,832 +127	+1%	+$14K	0.4%	77
2025 Q3	$1.23M	Buy	10,705 +70	+0.7%	+$7.75K	0.44%	68
2025 Q2	$1.16M	Buy	10,635 +87	+0.8%	+$8.6K	0.44%	68
2025 Q1	$939K	Sell	10,548 -9	-0.1%	-$889	0.36%	76
2024 Q4	$1.06M	Buy	10,557 +3,146	+42%	+$312K	0.4%	69
2024 Q3	$662K	Sell	7,411 -5,342	-42%	-$458K	0.26%	104
2024 Q2	$1.11M	Buy	12,753 +197	+2%	+$16.2K	0.46%	60
2024 Q1	$1.07M	Buy	12,556 +3,276	+35%	+$276K	0.46%	61
2023 Q4	$753K	Buy	9,280 +565	+6%	+$41.8K	0.35%	80
2023 Q3	$598K	Sell	8,715 -35	-0.4%	-$2.46K	0.31%	83
2023 Q2	$602K	Buy	8,750 +410	+5%	+$25.7K	0.3%	82
2023 Q1	$505K	Sell	8,340 -220	-3%	-$12.3K	0.26%	93
2022 Q4	$438K	Buy	8,560 +15	+0.2%	+$777	0.25%	92
2022 Q3	$440K	Sell	8,545 -245	-3%	-$13.9K	0.25%	91
2022 Q2	$482K	Sell	8,790 -8,315	-49%	-$489K	0.27%	83
2022 Q1	$1.18M	Sell	17,105 -14,615	-46%	-$1M	0.57%	42
2021 Q4	$2.52M	Sell	31,720 -9,870	-24%	-$824K	1.22%	20
2021 Q3	$3.37M	Buy	41,590 +1,780	+4%	+$145K	1.73%	14
2021 Q2	$3.11M	Sell	39,810 -2,860	-7%	-$207K	1.74%	15
2021 Q1	$2.98M	Buy	42,670 +1,090	+3%	+$77.3K	2.14%	14
2020 Q4	$2.94M	Buy	41,580 +2,365	+6%	+$157K	2.34%	12
2020 Q3	$2.49M	Sell	39,215 -4,855	-11%	-$292K	2.16%	14
2020 Q2	$2.55M	Buy	44,070 +3,910	+10%	+$196K	2.22%	11
2020 Q1	$1.61M	Buy	40,160 +155	+0.4%	+$7.33K	1.7%	13
2019 Q4	$1.86M	Buy	+40,005	New	+$1.77M	1.56%	13

Other funds holding IGV

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Global Financial Private Client's IGV Position: Q2 2026 in Review

Global Financial Private Client increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 10% in Q2 2026, buying an estimated $118K and bringing the position to 14,420 shares worth $1.31M. The position accounts for 0.35% of the portfolio, ranked #85.

Global Financial Private Client first reported a position in IGV in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.37M in Q3 2021. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Global Financial Private Client held 14,420 shares of iShares Expanded Tech-Software Sector ETF worth $1.31M as of Q2 2026.
Global Financial Private Client bought 1,332 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $118K.
iShares Expanded Tech-Software Sector ETF made up 0.35% of Global Financial Private Client's portfolio in Q2 2026, its #85 holding.
Global Financial Private Client first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 27 quarters since.
Global Financial Private Client's iShares Expanded Tech-Software Sector ETF position peaked at $3.37M in Q3 2021.
371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.