HFS
IGV icon

Howard Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Howard Financial Services’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 		$244K Buy
2,688
+26
+1% +$2.31K 0.02% 220
2026
Q1 		$213K Buy
2,662
+634
+31% +$56.1K 0.02% 211
2025
Q4 		$214K Hold
2,028
– – 0.03% 193
2025
Q3 		$233K Sell
2,028
-10
-0.5% -$1.11K 0.03% 171
2025
Q2 		$223K Buy
+2,038
New +$202K 0.03% 164
2022
Q2 		– Sell
-3,580
Closed -$247K – 130
2022
Q1 		$247K Buy
3,580
+285
+9% +$19.6K 0.07% 111
2021
Q4 		$262K Hold
3,295
– – 0.08% 103
2021
Q3 		$263K Buy
3,295
+595
+22% +$48.6K 0.1% 96
2021
Q2 		$211K Buy
+2,700
New +$196K 0.08% 112
2021
Q1 		– Sell
-2,850
Closed -$202K – 128
2020
Q4 		$202K Buy
+2,850
New +$189K 0.11% 105

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)
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
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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

Howard Financial Services's IGV Position: Q2 2026 in Review

Howard Financial Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.98% in Q2 2026, buying an estimated $2.31K and bringing the position to 2,688 shares worth $244K. The position accounts for 0.02% of the portfolio, ranked #220.

Howard Financial Services first reported a position in IGV in Q4 2020 and has held it in 10 quarters since. The position peaked at $263K in Q3 2021. 214 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Howard Financial Services held 2,688 shares of iShares Expanded Tech-Software Sector ETF worth $244K as of Q2 2026.
  • Howard Financial Services bought 26 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $2.31K.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Howard Financial Services's portfolio in Q2 2026, its #220 holding.
  • Howard Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2020 and has held it in 10 quarters since.
  • Howard Financial Services's iShares Expanded Tech-Software Sector ETF position peaked at $263K in Q3 2021.
  • 214 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.