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

LPL Financial’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	$390K	Hold	4,300	–	–	﹤0.01%	5248
2026 Q1	$344K	Hold	4,300	–	–	﹤0.01%	5093
2025 Q4	$454K	Hold	4,300	–	–	﹤0.01%	4797
2025 Q3	$495K	Hold	4,300	–	–	﹤0.01%	4637
2025 Q2	$471K	Hold	4,300	–	–	﹤0.01%	4434
2025 Q1	$383K	Hold	4,300	–	–	﹤0.01%	4398
2024 Q4	$431K	Buy	+4,300	New	+$426K	﹤0.01%	4225

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

LPL Financial's IGV Position: Q2 2026 in Review

LPL Financial increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 17% in Q2 2026, buying an estimated $35.2M and bringing the position to 2,766,243 shares worth $251M. The position accounts for 0.06% of the portfolio, ranked #335.

LPL Financial first reported a position in IGV in Q2 2013 and has held it in 53 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

LPL Financial held 2,766,243 shares of iShares Expanded Tech-Software Sector ETF worth $251M as of Q2 2026.
LPL Financial bought 396,283 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $35.2M.
iShares Expanded Tech-Software Sector ETF made up 0.06% of LPL Financial's portfolio in Q2 2026, its #335 holding.
LPL Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2013 and has held it in 53 quarters since.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.