Howe & Rusling’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Howe & Rusling’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	$90K	Buy	993 +775	+356%	+$68.9K	0.01%	349
2026 Q1	$17.5K	Buy	+218	New	+$19.3K	﹤0.01%	411
2025 Q1	–	Sell	-18	Closed	-$1.8K	–	446
2024 Q4	$1.8K	Buy	+18	New	+$1.78K	﹤0.01%	400
2024 Q1	–	Sell	-1,055	Closed	-$85.6K	–	396
2023 Q4	$85.6K	Sell	1,055 -465	-31%	-$34.4K	0.01%	252
2023 Q3	$104K	Buy	1,520 +1,445	+1,927%	+$101K	0.01%	234
2023 Q2	$5.19K	Sell	75 -925	-93%	-$58.1K	﹤0.01%	308
2023 Q1	$60.9K	Buy	+1,000	New	+$56.1K	0.01%	240
2018 Q4	–	Sell	-125	Closed	-$5K	–	857
2018 Q3	$5K	Hold	125	–	–	﹤0.01%	605
2018 Q2	$5K	Hold	125	–	–	﹤0.01%	550
2018 Q1	$4K	Sell	125 -60	-32%	-$2.03K	﹤0.01%	648
2017 Q4	$6K	Hold	185	–	–	﹤0.01%	531
2017 Q3	$5K	Hold	185	–	–	﹤0.01%	579
2017 Q2	$5K	Hold	185	–	–	﹤0.01%	630
2017 Q1	$5K	Hold	185	–	–	﹤0.01%	665
2016 Q4	$4K	Hold	185	–	–	﹤0.01%	719
2016 Q3	$4K	Hold	185	–	–	﹤0.01%	715
2016 Q2	$4K	Hold	185	–	–	﹤0.01%	679
2016 Q1	$4K	Hold	185	–	–	﹤0.01%	711
2015 Q4	$4K	Hold	185	–	–	﹤0.01%	673
2015 Q3	$4K	Hold	185	–	–	﹤0.01%	673
2015 Q2	$4K	Hold	185	–	–	﹤0.01%	704
2015 Q1	$4K	Hold	185	–	–	﹤0.01%	653
2014 Q4	$3K	Hold	185	–	–	﹤0.01%	708
2014 Q3	$3K	Hold	185	–	–	﹤0.01%	697
2014 Q2	$3K	Buy	+185	New	+$3.01K	﹤0.01%	665
2014 Q1	–	Sell	-185	Closed	-$3K	–	877
2013 Q4	$3K	Sell	185 -725	-80%	-$11.3K	﹤0.01%	654
2013 Q3	$14K	Hold	910	–	–	0.01%	537
2013 Q2	$12K	Buy	+910	New	+$12.5K	﹤0.01%	576

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

Howe & Rusling's IGV Position: Q2 2026 in Review

Howe & Rusling increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 356% in Q2 2026, buying an estimated $68.9K and bringing the position to 993 shares worth $90K. The position accounts for 0.01% of the portfolio, ranked #349.

Howe & Rusling first reported a position in IGV in Q2 2013 and has held it in 28 quarters since. The position peaked at $104K in Q3 2023. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Howe & Rusling held 993 shares of iShares Expanded Tech-Software Sector ETF worth $90K as of Q2 2026.
Howe & Rusling bought 775 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $68.9K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Howe & Rusling's portfolio in Q2 2026, its #349 holding.
Howe & Rusling first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 28 quarters since.
Howe & Rusling's iShares Expanded Tech-Software Sector ETF position peaked at $104K in Q3 2023.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.