Journey Strategic Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Journey Strategic Wealth’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 Q1	$283K	Sell	3,537 -49	-1%	-$4.34K	0.01%	576
2025 Q4	$379K	Sell	3,586 -236	-6%	-$25.9K	0.01%	399
2025 Q3	$440K	Sell	3,822 -3,260	-46%	-$361K	0.01%	331
2025 Q2	$775K	Sell	7,082 -453	-6%	-$44.8K	0.03%	207
2025 Q1	$671K	Sell	7,535 -65	-0.9%	-$6.42K	0.02%	184
2024 Q4	$761K	Buy	7,600 +514	+7%	+$50.9K	0.03%	158
2024 Q3	$633K	Buy	+7,086	New	+$607K	0.02%	185

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Journey Strategic Wealth's IGV Position: Q1 2026 in Review

Journey Strategic Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1.4% in Q1 2026, selling an estimated $4.34K and leaving 3,537 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #576.

Journey Strategic Wealth first reported a position in IGV in Q3 2024 and has held it in 7 quarters since. The position peaked at $775K in Q2 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Journey Strategic Wealth held 3,537 shares of iShares Expanded Tech-Software Sector ETF worth $283K as of Q1 2026.
Journey Strategic Wealth sold 49 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $4.34K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #576 holding.
Journey Strategic Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and has held it in 7 quarters since.
Journey Strategic Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $775K in Q2 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.