LRI Investments’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

LRI Investments’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	$1.69M	Buy	+18,648	New	+$1.66M	0.14%	83

Other funds holding IGV

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

LRI Investments's IGV Position: Q2 2026 in Review

LRI Investments opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 18,648 shares worth $1.69M. The stake represents 0.14% of the portfolio and ranks #83 among its holdings.

353 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

LRI Investments held 18,648 shares of iShares Expanded Tech-Software Sector ETF worth $1.69M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new LRI Investments position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.14% of LRI Investments's portfolio in Q2 2026, its #83 holding.
353 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.