Halbert Hargrove Global Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Halbert Hargrove Global Advisors’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	$28.5K	Hold	315	–	–	﹤0.01%	246
2026 Q1	$25.2K	Hold	315	–	–	﹤0.01%	233
2025 Q4	$33.3K	Hold	315	–	–	﹤0.01%	222
2025 Q3	$36.2K	Hold	315	–	–	﹤0.01%	207
2025 Q2	$34.5K	Hold	315	–	–	﹤0.01%	166
2025 Q1	$28K	Hold	315	–	–	﹤0.01%	177
2024 Q4	$31.5K	Buy	+315	New	+$31.2K	﹤0.01%	176

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

Halbert Hargrove Global Advisors's IGV Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 315 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

Halbert Hargrove Global Advisors first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.2K in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Halbert Hargrove Global Advisors held 315 shares of iShares Expanded Tech-Software Sector ETF worth $28.5K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #246 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $36.2K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.