Liberty Square Wealth Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Liberty Square Wealth Partners’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	$1.58M	Sell	17,439 -1,300	-7%	-$116K	0.38%	34
2026 Q1	$1.5M	Sell	18,739 -1,080	-5%	-$95.6K	0.42%	32
2025 Q4	$2.09M	Buy	19,819 +639	+3%	+$70.2K	0.6%	21
2025 Q3	$2.21M	Sell	19,180 -145	-0.8%	-$16.1K	0.68%	22
2025 Q2	$2.12M	Sell	19,325 -550	-3%	-$54.4K	0.73%	24
2025 Q1	$1.77M	Buy	19,875 +500	+3%	+$49.4K	0.67%	28
2024 Q4	$2.07M	Buy	+19,375	New	+$1.92M	0.75%	25

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

Liberty Square Wealth Partners's IGV Position: Q2 2026 in Review

Liberty Square Wealth Partners reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 6.9% in Q2 2026, selling an estimated $116K and leaving 17,439 shares worth $1.58M. The position accounts for 0.38% of the portfolio, ranked #34.

Liberty Square Wealth Partners first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.21M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Liberty Square Wealth Partners held 17,439 shares of iShares Expanded Tech-Software Sector ETF worth $1.58M as of Q2 2026.
Liberty Square Wealth Partners sold 1,300 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $116K.
iShares Expanded Tech-Software Sector ETF made up 0.38% of Liberty Square Wealth Partners's portfolio in Q2 2026, its #34 holding.
Liberty Square Wealth Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Liberty Square Wealth Partners's iShares Expanded Tech-Software Sector ETF position peaked at $2.21M in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Liberty Square Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.