Institute for Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Institute for Wealth Management’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	$307K	Buy	3,388 +637	+23%	+$56.6K	0.03%	421
2026 Q1	$220K	Buy	+2,751	New	+$244K	0.02%	505
2025 Q4	–	Sell	-1,745	Closed	-$201K	–	562
2025 Q3	$201K	Sell	1,745 -185	-10%	-$20.5K	0.02%	547
2025 Q2	$211K	Sell	1,930 -3,220	-63%	-$318K	0.02%	527
2025 Q1	$458K	Hold	5,150	–	–	0.06%	309
2024 Q4	$516K	Buy	5,150 +255	+5%	+$25.3K	0.06%	282
2024 Q3	$437K	Buy	4,895 +140	+3%	+$12K	0.06%	325
2024 Q2	$413K	Hold	4,755	–	–	0.06%	320
2024 Q1	$405K	Buy	4,755 +960	+25%	+$81K	0.05%	325
2023 Q4	$308K	Buy	+3,795	New	+$281K	0.05%	366
2020 Q1	–	Sell	-1,370	Closed	-$64K	–	517
2019 Q4	$64K	Buy	+1,370	New	+$60.7K	0.01%	500

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

Institute for Wealth Management's IGV Position: Q2 2026 in Review

Institute for Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 23% in Q2 2026, buying an estimated $56.6K and bringing the position to 3,388 shares worth $307K. The position accounts for 0.03% of the portfolio, ranked #421.

Institute for Wealth Management first reported a position in IGV in Q4 2019 and has held it in 11 quarters since. The position peaked at $516K in Q4 2024. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Institute for Wealth Management held 3,388 shares of iShares Expanded Tech-Software Sector ETF worth $307K as of Q2 2026.
Institute for Wealth Management bought 637 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $56.6K.
iShares Expanded Tech-Software Sector ETF made up 0.03% of Institute for Wealth Management's portfolio in Q2 2026, its #421 holding.
Institute for Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 11 quarters since.
Institute for Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $516K in Q4 2024.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.