Golden State Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Golden State 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	$135K	Sell	1,485 -144	-9%	-$12.8K	0.01%	496
2026 Q1	$130K	Buy	1,629 +1,514	+1,317%	+$134K	0.01%	457
2025 Q4	$12.2K	Hold	115	–	–	﹤0.01%	1054
2025 Q3	$13.2K	Hold	115	–	–	﹤0.01%	1028
2025 Q2	$12.6K	Hold	115	–	–	﹤0.01%	1015
2025 Q1	$10.2K	Hold	115	–	–	﹤0.01%	999
2024 Q4	$11.5K	Buy	+115	New	+$11.4K	﹤0.01%	931

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

Golden State Wealth Management's IGV Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.8% in Q2 2026, selling an estimated $12.8K and leaving 1,485 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #496.

Golden State Wealth Management first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Golden State Wealth Management held 1,485 shares of iShares Expanded Tech-Software Sector ETF worth $135K as of Q2 2026.
Golden State Wealth Management sold 144 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $12.8K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #496 holding.
Golden State Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.