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

Pinnacle 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 		$2.7M Buy
+29,777
New +$2.65M 1.67% 15

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

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

Pinnacle Wealth Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 29,777 shares worth $2.7M. The stake represents 1.67% of the portfolio and ranks #15 among its holdings.

186 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Pinnacle Wealth Management held 29,777 shares of iShares Expanded Tech-Software Sector ETF worth $2.7M as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Pinnacle Wealth Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 1.67% of Pinnacle Wealth Management's portfolio in Q2 2026, its #15 holding.
  • 186 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Pinnacle Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.