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Heritage Wealth Management (Ohio)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Heritage Wealth Management (Ohio)’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 		$1.34M Buy
+14,765
New +$1.31M 0.33% 76

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s IGV Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 14,765 shares worth $1.34M. The stake represents 0.33% of the portfolio and ranks #76 among its holdings.

877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 14,765 shares of iShares Expanded Tech-Software Sector ETF worth $1.34M as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.33% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #76 holding.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.