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Harbor Investment Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Harbor Investment Advisory’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 		$353K Buy
+3,900
New +$347K 0.02% 340
2025
Q3 		– Sell
-134
Closed -$14.7K – 1198
2025
Q2 		$14.7K Hold
134
– – ﹤0.01% 824
2025
Q1 		$11.9K Buy
134
+92
+219% +$9.09K ﹤0.01% 838
2024
Q4 		$4.21K Buy
+42
New +$4.16K ﹤0.01% 990

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Harbor Investment Advisory's IGV Position: Q2 2026 in Review

Harbor Investment Advisory opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 3,900 shares worth $353K. The stake represents 0.02% of the portfolio and ranks #340 among its holdings. This is a return to the name: Harbor Investment Advisory previously reported a position in IGV as recently as Q2 2025.

Harbor Investment Advisory first reported a position in IGV in Q4 2024 and has held it in 4 quarters since. 117 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Harbor Investment Advisory held 3,900 shares of iShares Expanded Tech-Software Sector ETF worth $353K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Harbor Investment Advisory position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Harbor Investment Advisory's portfolio in Q2 2026, its #340 holding.
  • Harbor Investment Advisory first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 4 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.