JT Stratford LLC’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

JT Stratford LLC’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	$984K	Buy	+10,859	New	+$965K	0.11%	159
2023 Q1	–	Sell	-28,230	Closed	-$1.44M	–	230
2022 Q4	$1.44M	Sell	28,230 -2,895	-9%	-$150K	0.46%	59
2022 Q3	$1.56M	Buy	31,125 +8,450	+37%	+$480K	0.55%	49
2022 Q2	$1.22M	Buy	+22,675	New	+$1.33M	0.39%	69

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

JT Stratford LLC's IGV Position: Q2 2026 in Review

JT Stratford LLC opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 10,859 shares worth $984K. The stake represents 0.11% of the portfolio and ranks #159 among its holdings. This is a return to the name: JT Stratford LLC previously reported a position in IGV as recently as Q4 2022.

JT Stratford LLC first reported a position in IGV in Q2 2022 and has held it in 4 quarters since. The position peaked at $1.56M in Q3 2022. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

JT Stratford LLC held 10,859 shares of iShares Expanded Tech-Software Sector ETF worth $984K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new JT Stratford LLC position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.11% of JT Stratford LLC's portfolio in Q2 2026, its #159 holding.
JT Stratford LLC first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and has held it in 4 quarters since.
JT Stratford LLC's iShares Expanded Tech-Software Sector ETF position peaked at $1.56M in Q3 2022.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.