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Mason & Associates (California)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Mason & Associates (California)’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
-2,951
Closed -$229K – 166
2026
Q1 		$229K Buy
+2,951
New +$261K 0.04% 148

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DWM
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AIC
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Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
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

Mason & Associates (California)'s IGV Position: Q2 2026 in Review

Mason & Associates (California) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 2,951 shares — an estimated $229K sold.

Mason & Associates (California) first reported a position in IGV in Q1 2026 and held it in 1 quarter. The position peaked at $229K in Q1 2026. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Mason & Associates (California) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 2,951 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $229K.
  • Mason & Associates (California) first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and held it in 1 quarter.
  • Mason & Associates (California)'s iShares Expanded Tech-Software Sector ETF position peaked at $229K in Q1 2026.
  • 371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.