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

Perigon 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 		$601K Sell
6,632
-183
-3% -$16.3K 0.01% 800
2026
Q1 		$546K Buy
6,815
+3,981
+140% +$352K 0.01% 760
2025
Q4 		$300K Sell
2,834
-518
-15% -$56.9K 0.01% 1020
2025
Q3 		$386K Buy
3,352
+56
+2% +$6.2K 0.01% 844
2025
Q2 		$361K Buy
3,296
+490
+17% +$48.5K 0.01% 782
2025
Q1 		$250K Sell
2,806
-2,160
-43% -$213K 0.01% 882
2024
Q4 		$493K Buy
4,966
+1,565
+46% +$155K 0.01% 644
2024
Q3 		$304K Sell
3,401
-596
-15% -$51.1K 0.01% 788
2024
Q2 		$347K Buy
3,997
+476
+14% +$39.1K 0.01% 638
2024
Q1 		$300K Buy
3,521
+636
+22% +$53.7K 0.01% 683
2023
Q4 		$234K Buy
+2,885
New +$213K 0.01% 743
2023
Q3 		– Sell
-2,895
Closed -$200K – 799
2023
Q2 		$200K Buy
+2,895
New +$182K 0.01% 733
2022
Q2 		– Sell
-4,035
Closed -$278K – 593
2022
Q1 		$278K Sell
4,035
-25
-0.6% -$1.72K 0.02% 485
2021
Q4 		$323K Buy
4,060
+185
+5% +$15.4K 0.02% 435
2021
Q3 		$309K Buy
3,875
+730
+23% +$59.6K 0.03% 410
2021
Q2 		$245K Sell
3,145
-4,250
-57% -$308K 0.02% 453
2021
Q1 		$505K Sell
7,395
-6,500
-47% -$461K 0.05% 289
2020
Q4 		$984K Hold
13,895
– – 0.11% 150
2020
Q3 		$865K Buy
13,895
+2,040
+17% +$123K 0.12% 138
2020
Q2 		$674K Buy
11,855
+465
+4% +$23.3K 0.11% 152
2020
Q1 		$501K Sell
11,390
-360
-3% -$17K 0.09% 168
2019
Q4 		$562K Hold
11,750
– – 0.11% 130
2019
Q3 		$513K Hold
11,750
– – 0.12% 118
2019
Q2 		$513K Hold
11,750
– – 0.12% 125
2019
Q1 		$514K Hold
11,750
– – 0.12% 124
2018
Q4 		$444K Buy
+11,750
New +$426K 0.11% 128

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Perigon Wealth Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.7% in Q2 2026, selling an estimated $16.3K and leaving 6,632 shares worth $601K. The position accounts for 0.01% of the portfolio, ranked #800.

Perigon Wealth Management first reported a position in IGV in Q4 2018 and has held it in 26 quarters since. The position peaked at $984K in Q4 2020. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Perigon Wealth Management held 6,632 shares of iShares Expanded Tech-Software Sector ETF worth $601K as of Q2 2026.
  • Perigon Wealth Management sold 183 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $16.3K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #800 holding.
  • Perigon Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2018 and has held it in 26 quarters since.
  • Perigon Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $984K in Q4 2020.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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