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Northstar Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Northstar Group’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 		$572K Buy
6,315
+1,700
+37% +$151K 0.07% 101
2026
Q1 		$369K Buy
+4,615
New +$409K 0.05% 122

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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

Northstar Group's IGV Position: Q2 2026 in Review

Northstar Group increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 37% in Q2 2026, buying an estimated $151K and bringing the position to 6,315 shares worth $572K. The position accounts for 0.07% of the portfolio, ranked #101.

Northstar Group first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Northstar Group held 6,315 shares of iShares Expanded Tech-Software Sector ETF worth $572K as of Q2 2026.
  • Northstar Group bought 1,700 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $151K.
  • iShares Expanded Tech-Software Sector ETF made up 0.07% of Northstar Group's portfolio in Q2 2026, its #101 holding.
  • Northstar Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Northstar Group's 13F filing for Q2 2026, filed 3 Aug 2026.