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Independent Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Independent Financial Group’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 		$3.82M Sell
42,123
-7,411
-15% -$659K 0.07% 273
2026
Q1 		$3.97M Buy
49,534
+24,672
+99% +$2.18M 0.09% 219
2025
Q4 		$2.63M Sell
24,862
-8,955
-26% -$984K 0.06% 323
2025
Q3 		$3.89M Buy
33,817
+12,240
+57% +$1.35M 0.09% 202
2025
Q2 		$2.36M Buy
21,577
+2,889
+15% +$286K 0.07% 293
2025
Q1 		$1.66M Buy
18,688
+1,058
+6% +$104K 0.06% 331
2024
Q4 		$1.77M Buy
17,630
+228
+1% +$22.6K 0.06% 320
2024
Q3 		$1.56M Buy
17,402
+2,340
+16% +$201K 0.06% 330
2024
Q2 		$1.31M Sell
15,062
-3,230
-18% -$265K 0.05% 335
2024
Q1 		$1.56M Buy
18,292
+412
+2% +$34.8K 0.07% 266
2023
Q4 		$1.45M Sell
17,880
-4,085
-19% -$302K 0.08% 266
2023
Q3 		$1.5M Buy
21,965
+1,485
+7% +$104K 0.1% 232
2023
Q2 		$1.42M Buy
20,480
+2,935
+17% +$184K 0.1% 229
2023
Q1 		$1.07M Hold
17,545
– – 0.09% 262
2022
Q4 		$898K Sell
17,545
-14,190
-45% -$736K 0.08% 262
2022
Q3 		$1.59M Sell
31,735
-1,100
-3% -$62.5K 0.14% 139
2022
Q2 		$1.77M Buy
32,835
+825
+3% +$48.5K 0.19% 130
2022
Q1 		$2.21M Buy
32,010
+1,655
+5% +$114K 0.18% 115
2021
Q4 		$2.41M Buy
30,355
+9,655
+47% +$806K 0.2% 108
2021
Q3 		$1.65M Buy
20,700
+950
+5% +$77.5K 0.17% 123
2021
Q2 		$1.54M Buy
19,750
+425
+2% +$30.8K 0.16% 141
2021
Q1 		$1.32M Buy
19,325
+700
+4% +$49.6K 0.17% 147
2020
Q4 		$1.32M Buy
18,625
+14,270
+328% +$945K 0.19% 131
2020
Q3 		$271K Buy
4,355
+700
+19% +$42K 0.05% 368
2020
Q2 		$208K Buy
+3,655
New +$183K 0.05% 408

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

Independent Financial Group's IGV Position: Q2 2026 in Review

Independent Financial Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 15% in Q2 2026, selling an estimated $659K and leaving 42,123 shares worth $3.82M. The position accounts for 0.07% of the portfolio, ranked #273.

Independent Financial Group first reported a position in IGV in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.97M in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Independent Financial Group held 42,123 shares of iShares Expanded Tech-Software Sector ETF worth $3.82M as of Q2 2026.
  • Independent Financial Group sold 7,411 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $659K.
  • iShares Expanded Tech-Software Sector ETF made up 0.07% of Independent Financial Group's portfolio in Q2 2026, its #273 holding.
  • Independent Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's iShares Expanded Tech-Software Sector ETF position peaked at $3.97M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.