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

Muirfield 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	$267K	Buy	+2,951	New	+$262K	0.17%	69
2026 Q1	–	Sell	-7,845	Closed	-$829K	–	82
2025 Q4	$829K	Buy	7,845 +1,927	+33%	+$212K	0.61%	41
2025 Q3	$681K	Hold	5,918	–	–	0.5%	42
2025 Q2	$648K	Sell	5,918 -1,025	-15%	-$101K	0.52%	41
2025 Q1	$618K	Sell	6,943 -2,787	-29%	-$275K	0.52%	41
2024 Q4	$974K	Sell	9,730 -725	-7%	-$71.8K	0.8%	30
2024 Q3	$934K	Sell	10,455 -603	-5%	-$51.7K	0.79%	34
2024 Q2	$961K	Buy	11,058 +293	+3%	+$24.1K	0.9%	27
2024 Q1	$918K	Sell	10,765 -185	-2%	-$15.6K	0.88%	32
2023 Q4	$888K	Buy	+10,950	New	+$810K	0.94%	24

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

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

Muirfield Wealth Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,951 shares worth $267K. The stake represents 0.17% of the portfolio and ranks #69 among its holdings. This is a return to the name: Muirfield Wealth Advisors previously reported a position in IGV as recently as Q4 2025.

Muirfield Wealth Advisors first reported a position in IGV in Q4 2023 and has held it in 10 quarters since. The position peaked at $974K in Q4 2024. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Muirfield Wealth Advisors held 2,951 shares of iShares Expanded Tech-Software Sector ETF worth $267K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Muirfield Wealth Advisors position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.17% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Muirfield Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $974K in Q4 2024.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.