Intellectus Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.24M | Buy |
24,762
+8,633
| +54% | +$768K | 0.39% | 64 |
|
|
2026
Q1 | $1.29M | Buy |
16,129
+6,725
| +72% | +$595K | 0.26% | 99 |
|
|
2025
Q4 | $994K | Hold |
9,404
| – | – | 0.19% | 136 |
|
|
2025
Q3 | $1.08M | Hold |
9,404
| – | – | 0.21% | 120 |
|
|
2025
Q2 | $1.03M | Sell |
9,404
-25
| -0.3% | -$2.47K | 0.22% | 121 |
|
|
2025
Q1 | $839K | Sell |
9,429
-501
| -5% | -$49.5K | 0.21% | 140 |
|
|
2024
Q4 | $994K | Hold |
9,930
| – | – | 0.22% | 120 |
|
|
2024
Q3 | $887K | Hold |
9,930
| – | – | 0.23% | 131 |
|
|
2024
Q2 | $863K | Hold |
9,930
| – | – | 0.24% | 117 |
|
|
2024
Q1 | $847K | Sell |
9,930
-100
| -1% | -$8.44K | 0.22% | 132 |
|
|
2023
Q4 | $814K | Sell |
10,030
-50
| -0.5% | -$3.7K | 0.23% | 119 |
|
|
2023
Q3 | $688K | Sell |
10,080
-75
| -0.7% | -$5.26K | 0.22% | 129 |
|
|
2023
Q2 | $703K | Buy |
10,155
+250
| +3% | +$15.7K | 0.21% | 140 |
|
|
2023
Q1 | $604K | Sell |
9,905
-2,740
| -22% | -$154K | 0.19% | 149 |
|
|
2022
Q4 | $647K | Buy |
12,645
+250
| +2% | +$13K | 0.23% | 135 |
|
|
2022
Q3 | $620K | Sell |
12,395
-75
| -0.6% | -$4.26K | 0.22% | 128 |
|
|
2022
Q2 | $672K | Buy |
12,470
+1,975
| +19% | +$116K | 0.23% | 125 |
|
|
2022
Q1 | $724K | Sell |
10,495
-2,000
| -16% | -$137K | 0.22% | 121 |
|
|
2021
Q4 | $994K | Sell |
12,495
-2,730
| -18% | -$228K | 0.25% | 103 |
|
|
2021
Q3 | $1.22M | Sell |
15,225
-350
| -2% | -$28.6K | 0.29% | 92 |
|
|
2021
Q2 | $1.22M | Sell |
15,575
-1,550
| -9% | -$112K | 0.27% | 95 |
|
|
2021
Q1 | $1.17M | Buy |
17,125
+150
| +0.9% | +$10.6K | 0.32% | 89 |
|
|
2020
Q4 | $1.2M | Buy |
16,975
+500
| +3% | +$33.1K | 0.36% | 83 |
|
|
2020
Q3 | $1.02M | Buy |
16,475
+1,960
| +14% | +$118K | 0.39% | 78 |
|
|
2020
Q2 | $825K | Buy |
14,515
+5,100
| +54% | +$256K | 0.32% | 94 |
|
|
2020
Q1 | $396K | Sell |
9,415
-2,395
| -20% | -$113K | 0.19% | 139 |
|
|
2019
Q4 | $550K | Sell |
11,810
-250
| -2% | -$11.1K | 0.22% | 137 |
|
|
2019
Q3 | $511K | Sell |
12,060
-965
| -7% | -$42.2K | 0.22% | 135 |
|
|
2019
Q2 | $569K | Sell |
13,025
-1,650
| -11% | -$70.7K | 0.25% | 125 |
|
|
2019
Q1 | $619K | Buy |
+14,675
| New | +$579K | 0.27% | 105 |
|
|
2018
Q4 | – | Sell |
-12,275
| Closed | -$503K | – | 385 |
|
|
2018
Q3 | $503K | Buy |
12,275
+465
| +4% | +$18.2K | 0.18% | 143 |
|
|
2018
Q2 | $432K | Buy |
11,810
+1,260
| +12% | +$45.4K | 0.16% | 149 |
|
|
2018
Q1 | $358K | Buy |
+10,550
| New | +$357K | 0.12% | 174 |
|
Other funds holding IGV
VMPIC
Intellectus Partners's IGV Position: Q2 2026 in Review
Intellectus Partners increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 54% in Q2 2026, buying an estimated $768K and bringing the position to 24,762 shares worth $2.24M. The position accounts for 0.39% of the portfolio, ranked #64.
Intellectus Partners first reported a position in IGV in Q1 2018 and has held it in 33 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.
- Intellectus Partners held 24,762 shares of iShares Expanded Tech-Software Sector ETF worth $2.24M as of Q2 2026.
- Intellectus Partners bought 8,633 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $768K.
- iShares Expanded Tech-Software Sector ETF made up 0.39% of Intellectus Partners's portfolio in Q2 2026, its #64 holding.
- Intellectus Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2018 and has held it in 33 quarters since.
- 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.
Based on Intellectus Partners's 13F filing for Q2 2026, filed 12 Aug 2026.