Middleton & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Middleton & Co’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	$1.11M	Buy	12,221 +3,780	+45%	+$336K	0.12%	95
2026 Q1	$676K	Buy	8,441 +5,941	+238%	+$526K	0.08%	106
2025 Q4	$264K	Hold	2,500	–	–	0.03%	144
2025 Q3	$288K	Hold	2,500	–	–	0.03%	140
2025 Q2	$274K	Hold	2,500	–	–	0.03%	139
2025 Q1	$222K	Hold	2,500	–	–	0.03%	149
2024 Q4	$250K	Hold	2,500	–	–	0.03%	143
2024 Q3	$223K	Hold	2,500	–	–	0.02%	157
2024 Q2	$217K	Hold	2,500	–	–	0.03%	155
2024 Q1	$213K	Hold	2,500	–	–	0.02%	161
2023 Q4	$203K	Buy	+2,500	New	+$185K	0.03%	156
2021 Q4	–	Sell	-2,500	Closed	-$200K	–	164
2021 Q3	$200K	Buy	+2,500	New	+$204K	0.02%	157

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

Middleton & Co's IGV Position: Q2 2026 in Review

Middleton & Co increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 45% in Q2 2026, buying an estimated $336K and bringing the position to 12,221 shares worth $1.11M. The position accounts for 0.12% of the portfolio, ranked #95.

Middleton & Co first reported a position in IGV in Q3 2021 and has held it in 12 quarters since. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Middleton & Co held 12,221 shares of iShares Expanded Tech-Software Sector ETF worth $1.11M as of Q2 2026.
Middleton & Co bought 3,780 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $336K.
iShares Expanded Tech-Software Sector ETF made up 0.12% of Middleton & Co's portfolio in Q2 2026, its #95 holding.
Middleton & Co first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2021 and has held it in 12 quarters since.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Middleton & Co's 13F filing for Q2 2026, filed 10 Aug 2026.