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Prospera Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Prospera Financial 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 		$13.9M Buy
153,241
+141,688
+1,226% +$12.6M 0.2% 110
2026
Q1 		$925K Sell
11,553
-101,444
-90% -$8.98M 0.01% 742
2025
Q4 		$11.9M Buy
112,997
+10,761
+11% +$1.18M 0.2% 114
2025
Q3 		$11.8M Buy
102,236
+1,686
+2% +$187K 0.2% 105
2025
Q2 		$11M Buy
100,550
+754
+0.8% +$74.6K 0.21% 107
2025
Q1 		$8.88M Sell
99,796
-1,618
-2% -$160K 0.2% 114
2024
Q4 		$10.2M Buy
101,414
+26,702
+36% +$2.65M 0.24% 94
2024
Q3 		$6.68M Buy
74,712
+5,918
+9% +$507K 0.17% 128
2024
Q2 		$5.98M Buy
68,794
+20,599
+43% +$1.69M 0.17% 132
2024
Q1 		$4.11M Buy
48,195
+6,975
+17% +$589K 0.12% 183
2023
Q4 		$3.34M Buy
+41,220
New +$3.05M 0.11% 214
2022
Q3 		– Sell
-3,865
Closed -$208K – 1199
2022
Q2 		$208K Sell
3,865
-535
-12% -$31.4K 0.01% 726
2022
Q1 		$304K Hold
4,400
– – 0.01% 741
2021
Q4 		$350K Sell
4,400
-200
-4% -$16.7K 0.02% 663
2021
Q3 		$367K Hold
4,600
– – 0.02% 613
2021
Q2 		$359K Buy
+4,600
New +$333K 0.02% 614
2021
Q1 		– Sell
-3,455
Closed -$245K – 762
2020
Q4 		$245K Buy
3,455
+1,050
+44% +$69.6K 0.02% 594
2020
Q3 		$150K Sell
2,405
-8,805
-79% -$529K 0.06% 304
2020
Q2 		$637K Buy
+11,210
New +$562K 0.06% 308
2017
Q3 		– Sell
-16,175
Closed -$438K – 442
2017
Q2 		$438K Buy
+16,175
New +$433K 0.07% 241

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

Prospera Financial Services's IGV Position: Q2 2026 in Review

Prospera Financial Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 1,226% in Q2 2026, buying an estimated $12.6M and bringing the position to 153,241 shares worth $13.9M. The position accounts for 0.2% of the portfolio, ranked #110.

Prospera Financial Services first reported a position in IGV in Q2 2017 and has held it in 20 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Prospera Financial Services held 153,241 shares of iShares Expanded Tech-Software Sector ETF worth $13.9M as of Q2 2026.
  • Prospera Financial Services bought 141,688 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $12.6M.
  • iShares Expanded Tech-Software Sector ETF made up 0.2% of Prospera Financial Services's portfolio in Q2 2026, its #110 holding.
  • Prospera Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2017 and has held it in 20 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.