HUB Investment Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

HUB Investment Partners’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	$613K	Buy	6,763 +4,101	+154%	+$365K	0.01%	630
2026 Q1	$213K	Buy	2,662 +60	+2%	+$5.31K	0.01%	969
2025 Q4	$275K	Sell	2,602 -38	-1%	-$4.18K	0.01%	702
2025 Q3	$304K	Hold	2,640	–	–	0.01%	541
2025 Q2	$289K	Sell	2,640 -12	-0.5%	-$1.19K	0.01%	524
2025 Q1	$236K	Buy	+2,652	New	+$262K	0.01%	507

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

HUB Investment Partners's IGV Position: Q2 2026 in Review

HUB Investment Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 154% in Q2 2026, buying an estimated $365K and bringing the position to 6,763 shares worth $613K. The position accounts for 0.01% of the portfolio, ranked #630.

HUB Investment Partners first reported a position in IGV in Q1 2025 and has held it in 6 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

HUB Investment Partners held 6,763 shares of iShares Expanded Tech-Software Sector ETF worth $613K as of Q2 2026.
HUB Investment Partners bought 4,101 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $365K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #630 holding.
HUB Investment Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 6 quarters since.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.