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

Mosley 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 		$126K Sell
1,391
-7,425
-84% -$660K 0.04% 181
2026
Q1 		$1.01M Hold
8,816
– – 0.46% 48
2025
Q4 		$1.02M Buy
+8,816
New +$969K 0.47% 48

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
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
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
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

Mosley Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 84% in Q2 2026, selling an estimated $660K and leaving 1,391 shares worth $126K. The position accounts for 0.04% of the portfolio, ranked #181.

Mosley Wealth Management first reported a position in IGV in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 525 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Mosley Wealth Management held 1,391 shares of iShares Expanded Tech-Software Sector ETF worth $126K as of Q2 2026.
  • Mosley Wealth Management sold 7,425 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $660K.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Mosley Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Mosley Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • Mosley Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.02M in Q4 2025.
  • 525 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.