Nikulski Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Nikulski Financial’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	–	Sell	-12,374	Closed	-$991K	–	184
2026 Q1	$991K	Hold	12,374	–	–	0.24%	92
2025 Q4	$1.31M	Sell	12,374 -415	-3%	-$45.6K	0.31%	77
2025 Q3	$1.47M	Sell	12,789 -56	-0.4%	-$6.2K	0.37%	62
2025 Q2	$1.41M	Sell	12,845 -4,627	-26%	-$458K	0.39%	62
2025 Q1	$1.55M	Sell	17,472 -46	-0.3%	-$4.54K	0.47%	60
2024 Q4	$1.75M	Buy	17,518 +3,029	+21%	+$300K	0.52%	57
2024 Q3	$1.29M	Sell	14,489 -1,771	-11%	-$152K	0.39%	65
2024 Q2	$1.41M	Hold	16,260	–	–	0.45%	59
2024 Q1	$1.39M	Buy	16,260 +3,180	+24%	+$268K	0.46%	61
2023 Q4	$1.06M	Buy	+13,080	New	+$968K	0.39%	65
2022 Q1	–	Sell	-13,100	Closed	-$1.04M	–	133
2021 Q4	$1.04M	Sell	13,100 -1,280	-9%	-$107K	0.44%	61
2021 Q3	$1.15M	Buy	14,380 +1,380	+11%	+$113K	0.53%	60
2021 Q2	$1.03M	Sell	13,000 -520	-4%	-$37.7K	0.48%	54
2021 Q1	$923K	Sell	13,520 -2,230	-14%	-$158K	0.47%	57
2020 Q4	$1.11M	Buy	15,750 +1,720	+12%	+$114K	0.61%	44
2020 Q3	$873K	Buy	14,030 +1,975	+16%	+$119K	0.55%	46
2020 Q2	$685K	Buy	12,055 +1,405	+13%	+$70.5K	0.48%	48
2020 Q1	$448K	Buy	+10,650	New	+$504K	0.39%	53

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

Nikulski Financial's IGV Position: Q2 2026 in Review

Nikulski Financial sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 12,374 shares — an estimated $991K sold.

Nikulski Financial first reported a position in IGV in Q1 2020 and held it in 18 quarters. The position peaked at $1.75M in Q4 2024. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Nikulski Financial reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Nikulski Financial sold 12,374 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $991K.
Nikulski Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and held it in 18 quarters.
Nikulski Financial's iShares Expanded Tech-Software Sector ETF position peaked at $1.75M in Q4 2024.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.