Lee Johnson Capital Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Lee Johnson Capital 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	$5.74M	Buy	+63,384	New	+$5.64M	1.8%	20
2026 Q1	–	Sell	-3,364	Closed	-$356K	–	96
2025 Q4	$356K	Sell	3,364 -12,112	-78%	-$1.33M	0.12%	85
2025 Q3	$1.78M	Buy	15,476 +160	+1%	+$17.7K	0.59%	45
2025 Q2	$1.68M	Buy	+15,316	New	+$1.51M	0.58%	31

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

Lee Johnson Capital Management's IGV Position: Q2 2026 in Review

Lee Johnson Capital Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 63,384 shares worth $5.74M. The stake represents 1.8% of the portfolio and ranks #20 among its holdings. This is a return to the name: Lee Johnson Capital Management previously reported a position in IGV as recently as Q4 2025.

Lee Johnson Capital Management first reported a position in IGV in Q2 2025 and has held it in 4 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Lee Johnson Capital Management held 63,384 shares of iShares Expanded Tech-Software Sector ETF worth $5.74M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Lee Johnson Capital Management position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 1.8% of Lee Johnson Capital Management's portfolio in Q2 2026, its #20 holding.
Lee Johnson Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 4 quarters since.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Lee Johnson Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.