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	$607K	Sell	6,696 -1,812	-21%	-$161K	0.06%	127
2026 Q1	$681K	Sell	8,508 -82,682	-91%	-$7.32M	0.07%	110
2025 Q4	$9.64M	Sell	91,190 -18,565	-17%	-$2.04M	1.06%	28
2025 Q3	$12.6M	Buy	109,755 +9,178	+9%	+$1.02M	1.49%	22
2025 Q2	$11M	Buy	100,577 +3,931	+4%	+$389K	1.47%	22
2025 Q1	$8.6M	Sell	96,646 -2,996	-3%	-$296K	1.34%	23
2024 Q4	$10.1M	Sell	99,642 -4,932	-5%	-$489K	1.6%	23
2024 Q3	$9.35M	Buy	104,574 +12,545	+14%	+$1.08M	1.49%	23
2024 Q2	$8M	Buy	92,029 +14,808	+19%	+$1.22M	1.47%	24
2024 Q1	$6.58M	Buy	77,221 +6,511	+9%	+$549K	1.37%	24
2023 Q4	$5.74M	Buy	+70,710	New	+$5.23M	1.31%	23

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 48.85% 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

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

Legacy Edge Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 21% in Q2 2026, selling an estimated $161K and leaving 6,696 shares worth $607K. The position accounts for 0.06% of the portfolio, ranked #127.

Legacy Edge Advisors first reported a position in IGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q3 2025. 887 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Legacy Edge Advisors held 6,696 shares of iShares Expanded Tech-Software Sector ETF worth $607K as of Q2 2026.
Legacy Edge Advisors sold 1,812 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $161K.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #127 holding.
Legacy Edge Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $12.6M in Q3 2025.
887 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.