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Oak Harvest Investment Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Oak Harvest Investment Services’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
-1,000
Closed -$88.9K – 184
2026
Q1 		$31K Buy
+1,000
New +$88.5K ﹤0.01% 168

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

Oak Harvest Investment Services's IGV Position: Q2 2026 in Review

Oak Harvest Investment Services sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 1,000 shares — an estimated $88.9K sold.

Oak Harvest Investment Services first reported a position in IGV in Q1 2026 and held it in 1 quarter. The position peaked at $31K in Q1 2026. 528 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Oak Harvest Investment Services reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Oak Harvest Investment Services sold 1,000 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $88.9K.
  • Oak Harvest Investment Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and held it in 1 quarter.
  • Oak Harvest Investment Services's iShares Expanded Tech-Software Sector ETF position peaked at $31K in Q1 2026.
  • 528 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.