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Legacy Edge Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Legacy Edge Advisors’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 		$11M Buy
100,577
+92,069
+1,082% +$8.19M 1.47% 22
2026
Q1 		$681K Sell
8,508
-82,682
-91% -$7.32M 0.07% 110
2025
Q4 		$9.64M Buy
+91,190
New +$10M 1.06% 28

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
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

Legacy Edge Advisors's IGV Position: Q2 2026 in Review

Legacy Edge Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1,082% in Q2 2026, buying an estimated $8.19M and bringing the position to 100,577 shares worth $11M. The position accounts for 1.47% of the portfolio, ranked #22.

Legacy Edge Advisors first reported a position in IGV in Q4 2025 and has held it in 3 quarters since. 560 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Legacy Edge Advisors held 100,577 shares of iShares Expanded Tech-Software Sector ETF worth $11M as of Q2 2026.
  • Legacy Edge Advisors bought 92,069 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $8.19M.
  • iShares Expanded Tech-Software Sector ETF made up 1.47% of Legacy Edge Advisors's portfolio in Q2 2026, its #22 holding.
  • Legacy Edge Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • 560 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.