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

HB 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	$1.6M	Buy	17,643 +1,142	+7%	+$102K	0.01%	547
2026 Q1	$1.32M	Buy	16,501 +2,742	+20%	+$243K	0.01%	564
2025 Q4	$1.45M	Buy	13,759 +65	+0.5%	+$7.14K	0.01%	508
2025 Q3	$1.57M	Sell	13,694 -1	-0%	-$111	0.01%	479
2025 Q2	$1.5M	Buy	13,695 +10	+0.1%	+$989	0.01%	433
2025 Q1	$1.22M	Buy	13,685 +7,671	+128%	+$758K	0.01%	494
2024 Q4	$602K	Buy	6,014 +224	+4%	+$22.2K	0.01%	560
2024 Q3	$517K	Hold	5,790	–	–	0.01%	575
2024 Q2	$503K	Buy	5,790 +1,250	+28%	+$103K	0.01%	547
2024 Q1	$387K	Buy	+4,540	New	+$383K	﹤0.01%	572

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

HB Wealth Management's IGV Position: Q2 2026 in Review

HB Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 6.9% in Q2 2026, buying an estimated $102K and bringing the position to 17,643 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #547.

HB Wealth Management first reported a position in IGV in Q1 2024 and has held it in 10 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

HB Wealth Management held 17,643 shares of iShares Expanded Tech-Software Sector ETF worth $1.6M as of Q2 2026.
HB Wealth Management bought 1,142 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $102K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #547 holding.
HB Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 10 quarters since.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.