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Legacy Financial Strategies’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Legacy Financial Strategies’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
-2,888
Closed -$231K – 154
2026
Q1 		$231K Sell
2,888
-4,381
-60% -$388K 0.04% 128
2025
Q4 		$768K Sell
7,269
-60
-0.8% -$6.6K 0.14% 68
2025
Q3 		$843K Buy
7,329
+218
+3% +$24.1K 0.15% 65
2025
Q2 		$779K Sell
7,111
-5
-0.1% -$494 0.15% 65
2025
Q1 		$633K Buy
7,116
+64
+0.9% +$6.32K 0.14% 62
2024
Q4 		$705K Hold
7,052
– – 0.15% 62
2024
Q3 		$630K Buy
7,052
+743
+12% +$63.7K 0.14% 64
2024
Q2 		$554K Buy
6,309
+474
+8% +$38.9K 0.13% 62
2024
Q1 		$498K Buy
5,835
+70
+1% +$5.91K 0.13% 61
2023
Q4 		$468K Buy
5,765
+2,465
+75% +$182K 0.13% 56
2023
Q3 		$237K Hold
3,300
– – 0.08% 67
2023
Q2 		$228K Buy
+3,300
New +$207K 0.08% 69
2021
Q1 		– Sell
-4,100
Closed -$290K – 66
2020
Q4 		$290K Buy
4,100
+270
+7% +$17.9K 0.15% 57
2020
Q3 		$238K Sell
3,830
-985
-20% -$59.2K 0.14% 57
2020
Q2 		$274K Hold
4,815
– – 0.21% 52
2020
Q1 		$203K Sell
4,815
-11,015
-70% -$521K 0.19% 53
2019
Q4 		$738K Buy
+15,830
New +$702K 0.6% 38

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

Legacy Financial Strategies's IGV Position: Q2 2026 in Review

Legacy Financial Strategies sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 2,888 shares — an estimated $231K sold.

Legacy Financial Strategies first reported a position in IGV in Q4 2019 and held it in 17 quarters. The position peaked at $843K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Legacy Financial Strategies reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Financial Strategies sold 2,888 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $231K.
  • Legacy Financial Strategies first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and held it in 17 quarters.
  • Legacy Financial Strategies's iShares Expanded Tech-Software Sector ETF position peaked at $843K in Q3 2025.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.