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

Merit Financial Group’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 		$5.2M Buy
57,430
+20,147
+54% +$1.79M 0.03% 423
2026
Q1 		$2.98M Buy
37,283
+27,351
+275% +$2.42M 0.02% 541
2025
Q4 		$1.05M Buy
9,932
+613
+7% +$67.4K 0.01% 934
2025
Q3 		$1.07M Sell
9,319
-311
-3% -$34.4K 0.01% 835
2025
Q2 		$1.05M Buy
9,630
+1,865
+24% +$184K 0.01% 762
2025
Q1 		$691K Sell
7,765
-200
-3% -$19.8K 0.01% 803
2024
Q4 		$797K Buy
7,965
+300
+4% +$29.7K 0.01% 564
2024
Q3 		$685K Hold
7,665
– – 0.02% 495
2024
Q2 		$666K Sell
7,665
-38
-0.5% -$3.12K 0.01% 513
2024
Q1 		$623K Buy
+7,703
New +$650K 0.01% 518
2023
Q4 		– Sell
-7,705
Closed -$526K – 798
2023
Q3 		$526K Buy
7,705
+500
+7% +$35.1K 0.02% 447
2023
Q2 		$498K Hold
7,205
– – 0.02% 471
2023
Q1 		$439K Buy
+7,205
New +$404K 0.02% 435
2022
Q4 		– Sell
-10,285
Closed -$514K – 707
2022
Q3 		$514K Hold
10,285
– – 0.02% 353
2022
Q2 		$554K Buy
+10,285
New +$604K 0.02% 335
2020
Q3 		– Sell
-34,025
Closed -$1.93M – 232
2020
Q2 		$1.93M Sell
34,025
-905
-3% -$45.4K 0.19% 41
2020
Q1 		$1.47M Sell
34,930
-3,290
-9% -$156K 0.16% 52
2019
Q4 		$1.78M Buy
38,220
+5,310
+16% +$235K 0.16% 48
2019
Q3 		$1.4M Buy
+32,910
New +$1.44M 0.15% 34

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merit Financial Group's IGV Position: Q2 2026 in Review

Merit Financial Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 54% in Q2 2026, buying an estimated $1.79M and bringing the position to 57,430 shares worth $5.2M. The position accounts for 0.03% of the portfolio, ranked #423.

Merit Financial Group first reported a position in IGV in Q3 2019 and has held it in 19 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Merit Financial Group held 57,430 shares of iShares Expanded Tech-Software Sector ETF worth $5.2M as of Q2 2026.
  • Merit Financial Group bought 20,147 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.79M.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #423 holding.
  • Merit Financial Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and has held it in 19 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.