Ken Fisher’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ken Fisher’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	$49.3M	Sell	544,355 -82,127	-13%	-$7.3M	0.01%	239
2026 Q1	$50.1M	Sell	626,482 -59,518	-9%	-$5.27M	0.02%	234
2025 Q4	$72.5M	Sell	686,000 -64,426	-9%	-$7.08M	0.02%	193
2025 Q3	$86.3M	Sell	750,426 -43,964	-6%	-$4.87M	0.03%	175
2025 Q2	$87M	Sell	794,390 -118,218	-13%	-$11.7M	0.03%	167
2025 Q1	$81.2M	Sell	912,608 -178,453	-16%	-$17.6M	0.04%	168
2024 Q4	$109M	Sell	1,091,061 -159,852	-13%	-$15.8M	0.04%	158
2024 Q3	$112M	Sell	1,250,913 -682,942	-35%	-$58.5M	0.05%	157
2024 Q2	$168M	Sell	1,933,855 -8,303,921	-81%	-$682M	0.07%	137
2024 Q1	$873M	Sell	10,237,776 -2,414,524	-19%	-$204M	0.41%	69
2023 Q4	$1.03B	Sell	12,652,300 -3,115,700	-20%	-$231M	0.54%	60
2023 Q3	$1.08B	Sell	15,768,000 -432,895	-3%	-$30.4M	0.61%	51
2023 Q2	$1.12B	Sell	16,200,895 -429,550	-3%	-$27M	0.62%	42
2023 Q1	$1.01B	Sell	16,630,445 -651,425	-4%	-$36.5M	0.62%	48
2022 Q4	$884M	Sell	17,281,870 -7,227,835	-29%	-$375M	0.6%	55
2022 Q3	$1.23B	Buy	24,509,705 +24,370,205	+17,470%	+$1.39B	0.92%	23
2022 Q2	$7.52M	Buy	139,500 +76,975	+123%	+$4.52M	0.01%	379
2022 Q1	$4.31M	Sell	62,525 -37,275	-37%	-$2.56M	﹤0.01%	462
2021 Q4	$7.94M	Buy	99,800 +20,800	+26%	+$1.74M	﹤0.01%	413
2021 Q3	$6.31M	Buy	79,000 +1,985	+3%	+$162K	﹤0.01%	405
2021 Q2	$6.01M	Sell	77,015 -13,845	-15%	-$1M	﹤0.01%	408
2021 Q1	$6.2M	Buy	90,860 +2,815	+3%	+$200K	﹤0.01%	405
2020 Q4	$6.24M	Buy	88,045 +54,495	+162%	+$3.61M	﹤0.01%	398
2020 Q3	$2.09M	Sell	33,550 -2,310	-6%	-$139K	﹤0.01%	480
2020 Q2	$2.04M	Sell	35,860 -64,410	-64%	-$3.23M	﹤0.01%	487
2020 Q1	$4.22M	Buy	100,270 +43,980	+78%	+$2.08M	0.01%	373
2019 Q4	$2.62M	Buy	56,290 +43,795	+351%	+$1.94M	﹤0.01%	458
2019 Q3	$529K	Buy	+12,495	New	+$547K	﹤0.01%	680
2019 Q1	–	Sell	-32,850	Closed	-$1.14M	–	828
2018 Q4	$1.14M	Buy	+32,850	New	+$1.19M	﹤0.01%	584

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

Ken Fisher's IGV Position: Q2 2026 in Review

Ken Fisher reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 13% in Q2 2026, selling an estimated $7.3M and leaving 544,355 shares worth $49.3M. The position accounts for 0.01% of the portfolio, ranked #239.

Ken Fisher first reported a position in IGV in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.23B in Q3 2022. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Ken Fisher held 544,355 shares of iShares Expanded Tech-Software Sector ETF worth $49.3M as of Q2 2026.
Ken Fisher sold 82,127 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $7.3M.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Ken Fisher's portfolio in Q2 2026, its #239 holding.
Ken Fisher first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 29 quarters since.
Ken Fisher's iShares Expanded Tech-Software Sector ETF position peaked at $1.23B in Q3 2022.
884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.