L.J. Altfest & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

L.J. Altfest & Co’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	–	Sell	-62,714	Closed	-$5.02M	–	326
2026 Q1	$5.02M	Buy	+62,714	New	+$5.55M	0.54%	42
2025 Q3	–	Sell	-49,267	Closed	-$5.39M	–	354
2025 Q2	$5.39M	Buy	+49,267	New	+$4.87M	0.64%	34
2025 Q1	–	Sell	-22,293	Closed	-$2.23M	–	343
2024 Q4	$2.23M	Buy	+22,293	New	+$2.21M	0.28%	68
2022 Q4	–	Sell	-72,570	Closed	-$3.63M	–	266
2022 Q3	$3.63M	Sell	72,570 -26,115	-26%	-$1.48M	0.68%	27
2022 Q2	$5.32M	Sell	98,685 -49,665	-33%	-$2.92M	0.96%	23
2022 Q1	$10.2M	Buy	+148,350	New	+$10.2M	1.83%	13

Other funds holding IGV

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SAM

SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

L.J. Altfest & Co's IGV Position: Q2 2026 in Review

L.J. Altfest & Co sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 62,714 shares — an estimated $5.02M sold.

L.J. Altfest & Co first reported a position in IGV in Q1 2022 and held it in 6 quarters. The position peaked at $10.2M in Q1 2022. 419 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

L.J. Altfest & Co reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
L.J. Altfest & Co sold 62,714 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $5.02M.
L.J. Altfest & Co first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and held it in 6 quarters.
L.J. Altfest & Co's iShares Expanded Tech-Software Sector ETF position peaked at $10.2M in Q1 2022.
419 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.