MWM
IGV icon

Meadowbrook Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Meadowbrook Wealth 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 		$383K Buy
+4,105
New +$365K 0.41% 51

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SAM
SP Asset Management Cupertino, California $1.25B AUM 18.93% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Meadowbrook Wealth Management's IGV Position: Q2 2026 in Review

Meadowbrook Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 4,105 shares worth $383K. The stake represents 0.41% of the portfolio and ranks #51 among its holdings.

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

  • Meadowbrook Wealth Management held 4,105 shares of iShares Expanded Tech-Software Sector ETF worth $383K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Meadowbrook Wealth Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.41% of Meadowbrook Wealth Management's portfolio in Q2 2026, its #51 holding.
  • 488 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.