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Larson Financial Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Larson Financial Group’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 		$541K Buy
5,976
+836
+16% +$74.3K 0.01% 534
2026
Q1 		$411K Buy
5,140
+577
+13% +$51.1K 0.01% 538
2025
Q4 		$482K Buy
4,563
+483
+12% +$53.1K 0.02% 471
2025
Q3 		$469K Buy
4,080
+290
+8% +$32.1K 0.02% 483
2025
Q2 		$415K Buy
3,790
+218
+6% +$21.6K 0.02% 481
2025
Q1 		$318K Buy
3,572
+141
+4% +$13.9K 0.02% 511
2024
Q4 		$344K Buy
3,431
+490
+17% +$48.6K 0.02% 447
2024
Q3 		$263K Buy
2,941
+231
+9% +$19.8K 0.01% 509
2024
Q2 		$235K Buy
2,710
+159
+6% +$13.1K 0.02% 414
2024
Q1 		$218K Sell
2,551
-19
-0.7% -$1.6K 0.02% 387
2023
Q4 		$208K Buy
2,570
+125
+5% +$9.25K 0.02% 343
2023
Q3 		$167K Buy
2,445
+270
+12% +$18.9K 0.02% 363
2023
Q2 		$150K Buy
2,175
+155
+8% +$9.73K 0.02% 364
2023
Q1 		$123K Sell
2,020
-5
-0.2% -$280 0.01% 400
2022
Q4 		$104K Sell
2,025
-75
-4% -$3.89K 0.01% 401
2022
Q3 		$105K Buy
2,100
+2,070
+6,900% +$118K 0.01% 354
2022
Q2 		$2K Buy
+30
New +$1.76K ﹤0.01% 1034

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Larson Financial Group's IGV Position: Q2 2026 in Review

Larson Financial Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 16% in Q2 2026, buying an estimated $74.3K and bringing the position to 5,976 shares worth $541K. The position accounts for 0.01% of the portfolio, ranked #534.

Larson Financial Group first reported a position in IGV in Q2 2022 and has held it in 17 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Larson Financial Group held 5,976 shares of iShares Expanded Tech-Software Sector ETF worth $541K as of Q2 2026.
  • Larson Financial Group bought 836 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $74.3K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #534 holding.
  • Larson Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and has held it in 17 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.