IF
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Ironwood Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ironwood Financial’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 		$375K Buy
4,041
+161
+4% +$14.3K 0.06% 135
2026
Q1 		$311K Buy
3,880
+475
+14% +$42K 0.05% 133
2025
Q4 		$359K Hold
3,405
– – 0.06% 130
2025
Q3 		$392K Hold
3,405
– – 0.07% 125
2025
Q2 		$303K Hold
3,405
– – 0.07% 130
2025
Q1 		$303K Hold
3,405
– – 0.07% 130
2024
Q4 		$341K Hold
3,405
– – 0.07% 124
2024
Q3 		$304K Hold
3,405
– – 0.06% 129
2024
Q2 		$296K Hold
3,405
– – 0.07% 130
2024
Q1 		$290K Hold
3,405
– – 0.07% 131
2023
Q4 		$276K Hold
3,405
– – 0.07% 131
2023
Q3 		$232K Buy
+3,405
New +$239K 0.06% 130
2021
Q4 		– Sell
-1,680
Closed -$134K – 315
2021
Q3 		$134K Hold
1,680
– – 0.04% 131
2021
Q2 		$131K Sell
1,680
-40
-2% -$2.9K 0.04% 128
2021
Q1 		$117K Sell
1,720
-250
-13% -$17.7K 0.04% 122
2020
Q4 		$140K Hold
1,970
– – 0.05% 113
2020
Q3 		$123K Hold
1,970
– – 0.06% 75
2020
Q2 		$112K Buy
1,970
+45
+2% +$2.26K 0.06% 73
2020
Q1 		$81K Buy
1,925
+550
+40% +$26K 0.06% 64
2019
Q4 		$64K Hold
1,375
– – 0.03% 94
2019
Q3 		$58K Hold
1,375
– – 0.03% 99
2019
Q2 		$60K Hold
1,375
– – 0.03% 98
2019
Q1 		$58K Hold
1,375
– – 0.03% 101
2018
Q4 		$48K Hold
1,375
– – 0.03% 102
2018
Q3 		$56K Buy
+1,375
New +$53.8K 0.03% 99

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

Ironwood Financial's IGV Position: Q2 2026 in Review

Ironwood Financial increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.1% in Q2 2026, buying an estimated $14.3K and bringing the position to 4,041 shares worth $375K. The position accounts for 0.06% of the portfolio, ranked #135.

Ironwood Financial first reported a position in IGV in Q3 2018 and has held it in 25 quarters since. The position peaked at $392K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Ironwood Financial held 4,041 shares of iShares Expanded Tech-Software Sector ETF worth $375K as of Q2 2026.
  • Ironwood Financial bought 161 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $14.3K.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Ironwood Financial's portfolio in Q2 2026, its #135 holding.
  • Ironwood Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 25 quarters since.
  • Ironwood Financial's iShares Expanded Tech-Software Sector ETF position peaked at $392K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.