Merkkuri Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Merkkuri Wealth Advisors’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	$236K	Buy	2,607 +1	+0%	+$89	0.15%	74
2026 Q1	$209K	Hold	2,606	–	–	0.14%	79
2025 Q4	$275K	Hold	2,606	–	–	0.19%	73
2025 Q3	$300K	Hold	2,606	–	–	0.22%	69
2025 Q2	$285K	Sell	2,606 -1,162	-31%	-$115K	0.22%	74
2025 Q1	$335K	Hold	3,768	–	–	0.29%	66
2024 Q4	$377K	Buy	3,768 +1	+0%	+$99	0.3%	64
2024 Q3	$337K	Buy	3,767 +1,036	+38%	+$88.8K	0.27%	65
2024 Q2	$237K	Buy	+2,731	New	+$224K	0.22%	75

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Merkkuri Wealth Advisors's IGV Position: Q2 2026 in Review

Merkkuri Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.04% in Q2 2026, buying an estimated $89 and bringing the position to 2,607 shares worth $236K. The position accounts for 0.15% of the portfolio, ranked #74.

Merkkuri Wealth Advisors first reported a position in IGV in Q2 2024 and has held it in 9 quarters since. The position peaked at $377K in Q4 2024. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Merkkuri Wealth Advisors held 2,607 shares of iShares Expanded Tech-Software Sector ETF worth $236K as of Q2 2026.
Merkkuri Wealth Advisors bought 1 iShares Expanded Tech-Software Sector ETF share in Q2 2026, an estimated $89.
iShares Expanded Tech-Software Sector ETF made up 0.15% of Merkkuri Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Merkkuri Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and has held it in 9 quarters since.
Merkkuri Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $377K in Q4 2024.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Merkkuri Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.