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

MinichMacGregor 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 		$14M Buy
+154,494
New +$13.7M 2.12% 18
2026
Q1 		– Sell
-125,234
Closed -$13.2M – 148
2025
Q4 		$13.2M Buy
125,234
+2,673
+2% +$294K 2.4% 12
2025
Q3 		$14.1M Buy
122,561
+4,776
+4% +$529K 2.75% 10
2025
Q2 		$12.9M Buy
117,785
+41,658
+55% +$4.12M 2.76% 11
2025
Q1 		$6.77M Sell
76,127
-34,429
-31% -$3.4M 1.52% 27
2024
Q4 		$11.1M Sell
110,556
-1,726
-2% -$171K 2.3% 13
2024
Q3 		$10M Sell
112,282
-2,397
-2% -$205K 2.15% 14
2024
Q2 		$9.97M Sell
114,679
-3,119
-3% -$256K 2.43% 14
2024
Q1 		$10M Sell
117,798
-8,767
-7% -$740K 2.56% 11
2023
Q4 		$10.3M Sell
126,565
-8,550
-6% -$633K 2.97% 8
2023
Q3 		$9.22M Sell
135,115
-6,850
-5% -$480K 3.05% 7
2023
Q2 		$9.82M Buy
+141,965
New +$8.91M 3.07% 9
2023
Q1 		– Sell
-390
Closed -$20K – 339
2022
Q4 		$20K Buy
+390
New +$20.2K 0.01% 319
2022
Q1 		– Sell
-137,910
Closed -$11M – 93
2021
Q4 		$11M Sell
137,910
-72,420
-34% -$6.05M 3.34% 10
2021
Q3 		$16.8M Buy
210,330
+30,140
+17% +$2.46M 5.65% 3
2021
Q2 		$14.1M Sell
180,190
-21,930
-11% -$1.59M 4.93% 3
2021
Q1 		$13.8M Buy
202,120
+3,440
+2% +$244K 5.16% 3
2020
Q4 		$14.1M Buy
198,680
+4,630
+2% +$307K 5.73% 2
2020
Q3 		$12.1M Buy
194,050
+16,040
+9% +$963K 5.7% 3
2020
Q2 		$10.1M Buy
+178,010
New +$8.93M 5.6% 5
2020
Q1 		– Sell
-120,675
Closed -$5.62M – 94
2019
Q4 		$5.62M Buy
120,675
+2,640
+2% +$117K 3.13% 13
2019
Q3 		$5M Sell
118,035
-50,730
-30% -$2.22M 3.38% 13
2019
Q2 		$7.49M Buy
168,765
+695
+0.4% +$29.8K 5.23% 6
2019
Q1 		$7.18M Buy
+168,070
New +$6.63M 5.4% 4
2018
Q4 		– Sell
-115,950
Closed -$4.74M – 279
2018
Q3 		$4.74M Buy
115,950
+8,215
+8% +$321K 3.13% 16
2018
Q2 		$4M Buy
107,735
+2,445
+2% +$88.1K 2.85% 16
2018
Q1 		$3.57M Sell
105,290
-62,415
-37% -$2.11M 2.78% 14
2017
Q4 		$5.18M Sell
167,705
-8,140
-5% -$251K 4.05% 7
2017
Q3 		$5.14M Buy
175,845
+7,290
+4% +$209K 4.27% 8
2017
Q2 		$4.61M Buy
168,555
+6,675
+4% +$179K 4% 6
2017
Q1 		$4.09M Buy
161,880
+3,550
+2% +$85.6K 3.69% 8
2016
Q4 		$3.45M Buy
158,330
+18,965
+14% +$424K 3.22% 11
2016
Q3 		$3.16M Buy
139,365
+3,325
+2% +$73.7K 2.97% 13
2016
Q2 		$2.86M Buy
136,040
+775
+0.6% +$16K 2.7% 12
2016
Q1 		$2.72M Buy
+135,265
New +$2.56M 2.63% 12

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
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
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

MinichMacGregor Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 154,494 shares worth $14M. The stake represents 2.12% of the portfolio and ranks #18 among its holdings. This is a return to the name: MinichMacGregor Wealth Management previously reported a position in IGV as recently as Q4 2025.

MinichMacGregor Wealth Management first reported a position in IGV in Q1 2016 and has held it in 35 quarters since. The position peaked at $16.8M in Q3 2021. 347 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • MinichMacGregor Wealth Management held 154,494 shares of iShares Expanded Tech-Software Sector ETF worth $14M as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new MinichMacGregor Wealth Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 2.12% of MinichMacGregor Wealth Management's portfolio in Q2 2026, its #18 holding.
  • MinichMacGregor Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2016 and has held it in 35 quarters since.
  • MinichMacGregor Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $16.8M in Q3 2021.
  • 347 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.