KMWM
IGV icon

Keudell/Morrison Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Keudell/Morrison Wealth Management’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 		$220K Buy
+2,431
New +$216K 0.04% 243

Other funds holding IGV

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
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Keudell/Morrison Wealth Management's IGV Position: Q2 2026 in Review

Keudell/Morrison Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,431 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #243 among its holdings.

117 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,431 shares of iShares Expanded Tech-Software Sector ETF worth $220K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Keudell/Morrison Wealth Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #243 holding.
  • 117 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.