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Personal CFO Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Personal CFO Solutions’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
-4,195
Closed -$336K – 555
2026
Q1 		$336K Sell
4,195
-16,102
-79% -$1.43M 0.05% 339
2025
Q4 		$2.15M Buy
20,297
+610
+3% +$67.1K 0.34% 48
2025
Q3 		$2.26M Buy
19,687
+1,233
+7% +$136K 0.4% 40
2025
Q2 		$2.02M Buy
18,454
+111
+0.6% +$11K 0.37% 47
2025
Q1 		$1.63M Buy
18,343
+1,736
+10% +$171K 0.33% 59
2024
Q4 		$1.66M Buy
16,607
+1,342
+9% +$133K 0.33% 56
2024
Q3 		$1.36M Buy
15,265
+5,434
+55% +$466K 0.19% 99
2024
Q2 		$854K Buy
9,831
+6,700
+214% +$550K 0.13% 149
2024
Q1 		$267K Sell
3,131
-194
-6% -$16.4K 0.04% 433
2023
Q4 		$270K Buy
+3,325
New +$246K 0.05% 401
2022
Q4 		– Sell
-5,280
Closed -$264K – 474
2022
Q3 		$264K Hold
5,280
– – 0.07% 281
2022
Q2 		$285K Sell
5,280
-210
-4% -$12.3K 0.07% 277
2022
Q1 		$379K Sell
5,490
-1,395
-20% -$95.8K 0.07% 255
2021
Q4 		$547K Sell
6,885
-240
-3% -$20K 0.1% 186
2021
Q3 		$569K Sell
7,125
-450
-6% -$36.7K 0.12% 170
2021
Q2 		$591K Sell
7,575
-270
-3% -$19.6K 0.12% 164
2021
Q1 		$536K Hold
7,845
– – 0.12% 160
2020
Q4 		$556K Buy
7,845
+20
+0.3% +$1.32K 0.14% 138
2020
Q3 		$0 Sell
7,825
-675
-8% -$40.5K ﹤0.01% 233
2020
Q2 		$483K Sell
8,500
-2,400
-22% -$120K 0.14% 136
2020
Q1 		$458K Sell
10,900
-540
-5% -$25.5K 0.16% 129
2019
Q4 		$533K Buy
11,440
+560
+5% +$24.8K 0.15% 142
2019
Q3 		$459K Buy
+10,880
New +$476K 0.18% 142

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

Personal CFO Solutions's IGV Position: Q2 2026 in Review

Personal CFO Solutions sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 4,195 shares — an estimated $336K sold.

Personal CFO Solutions first reported a position in IGV in Q3 2019 and held it in 23 quarters. The position peaked at $2.26M in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Personal CFO Solutions reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Personal CFO Solutions sold 4,195 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $336K.
  • Personal CFO Solutions first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and held it in 23 quarters.
  • Personal CFO Solutions's iShares Expanded Tech-Software Sector ETF position peaked at $2.26M in Q3 2025.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.