JF
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Joule Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Joule 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 		$1.8M Sell
19,897
-471
-2% -$41.9K 0.49% 29
2026
Q1 		$1.63M Buy
+20,368
New +$1.8M 0.47% 29

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Joule Financial's IGV Position: Q2 2026 in Review

Joule Financial reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.3% in Q2 2026, selling an estimated $41.9K and leaving 19,897 shares worth $1.8M. The position accounts for 0.49% of the portfolio, ranked #29.

Joule Financial first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. 245 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Joule Financial held 19,897 shares of iShares Expanded Tech-Software Sector ETF worth $1.8M as of Q2 2026.
  • Joule Financial sold 471 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $41.9K.
  • iShares Expanded Tech-Software Sector ETF made up 0.49% of Joule Financial's portfolio in Q2 2026, its #29 holding.
  • Joule Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 245 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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