Harper Investing’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Harper Investing’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	$1.5M	Buy	16,529 +2,713	+20%	+$241K	0.51%	46
2026 Q1	$1.11M	Buy	13,816 +2,739	+25%	+$242K	0.48%	48
2025 Q4	$1.17M	Buy	11,077 +1,320	+14%	+$145K	0.5%	38
2025 Q3	$1.12M	Buy	9,757 +1,538	+19%	+$170K	0.53%	38
2025 Q2	$900K	Buy	8,219 +32	+0.4%	+$3.17K	0.5%	39
2025 Q1	$729K	Buy	8,187 +1,903	+30%	+$188K	0.48%	37
2024 Q4	$629K	Sell	6,284 -973	-13%	-$96.4K	0.46%	34
2024 Q3	$649K	Buy	7,257 +1,583	+28%	+$136K	0.43%	36
2024 Q2	$493K	Buy	+5,674	New	+$466K	0.49%	34
2022 Q4	–	Sell	-9,355	Closed	-$500K	–	47
2022 Q3	$500K	Buy	9,355 +705	+8%	+$40.1K	0.51%	36
2022 Q2	$466K	Buy	8,650 +1,635	+23%	+$96.1K	0.47%	44
2022 Q1	$484K	Buy	+7,015	New	+$482K	0.45%	43

Other funds holding IGV

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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 $43.3B AUM 29.3% 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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Harper Investing's IGV Position: Q2 2026 in Review

Harper Investing increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 20% in Q2 2026, buying an estimated $241K and bringing the position to 16,529 shares worth $1.5M. The position accounts for 0.51% of the portfolio, ranked #46.

Harper Investing first reported a position in IGV in Q1 2022 and has held it in 12 quarters since. 294 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Harper Investing held 16,529 shares of iShares Expanded Tech-Software Sector ETF worth $1.5M as of Q2 2026.
Harper Investing bought 2,713 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $241K.
iShares Expanded Tech-Software Sector ETF made up 0.51% of Harper Investing's portfolio in Q2 2026, its #46 holding.
Harper Investing first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 12 quarters since.
294 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Harper Investing's 13F filing for Q2 2026, filed 22 Jul 2026.