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

Modera 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	$295K	Sell	3,258 -150	-4%	-$13.3K	﹤0.01%	554
2026 Q1	$273K	Sell	3,408 -681	-17%	-$60.3K	﹤0.01%	551
2025 Q4	$432K	Sell	4,089 -4,679	-53%	-$514K	0.01%	481
2025 Q3	$1.01M	Sell	8,768 -226	-3%	-$25K	0.01%	340
2025 Q2	$985K	Buy	8,994 +172	+2%	+$17K	0.01%	335
2025 Q1	$785K	Buy	8,822 +135	+2%	+$13.3K	0.01%	355
2024 Q4	$870K	Buy	8,687 +5,197	+149%	+$515K	0.01%	353
2024 Q3	$312K	Hold	3,490	–	–	﹤0.01%	488
2024 Q2	$303K	Hold	3,490	–	–	﹤0.01%	475
2024 Q1	$298K	Hold	3,490	–	–	﹤0.01%	484
2023 Q4	$283K	Hold	3,490	–	–	﹤0.01%	477
2023 Q3	$238K	Sell	3,490 -215	-6%	-$15.1K	﹤0.01%	494
2023 Q2	$256K	Buy	+3,705	New	+$233K	﹤0.01%	487

Other funds holding IGV

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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 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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Modera Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.4% in Q2 2026, selling an estimated $13.3K and leaving 3,258 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Modera Wealth Management first reported a position in IGV in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.01M in Q3 2025. 525 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Modera Wealth Management held 3,258 shares of iShares Expanded Tech-Software Sector ETF worth $295K as of Q2 2026.
Modera Wealth Management sold 150 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $13.3K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #554 holding.
Modera Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 13 quarters since.
Modera Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.01M in Q3 2025.
525 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.