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Regatta Research & Money Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Regatta Research & Money Management’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 		$146K Buy
+1,611
New +$143K 0.14% 141

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.3% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Regatta Research & Money Management's IGV Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 1,611 shares worth $146K. The stake represents 0.14% of the portfolio and ranks #141 among its holdings.

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

  • Regatta Research & Money Management held 1,611 shares of iShares Expanded Tech-Software Sector ETF worth $146K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.14% of Regatta Research & Money Management's portfolio in Q2 2026, its #141 holding.
  • 676 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.