Ritter Daniher Financial Advisory’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ritter Daniher Financial Advisory’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	$9.97K	Hold	110	–	–	﹤0.01%	445
2026 Q1	$8.81K	Hold	110	–	–	﹤0.01%	451
2025 Q4	$11.6K	Hold	110	–	–	﹤0.01%	404
2025 Q3	$12.7K	Hold	110	–	–	﹤0.01%	307
2025 Q2	$12K	Hold	110	–	–	﹤0.01%	251
2025 Q1	$9.79K	Hold	110	–	–	﹤0.01%	249
2024 Q4	$11K	Hold	110	–	–	﹤0.01%	236
2024 Q3	$9.83K	Hold	110	–	–	﹤0.01%	238
2024 Q2	$9.56K	Buy	110 +20	+22%	+$1.64K	﹤0.01%	230
2024 Q1	$7.67K	Hold	90	–	–	﹤0.01%	234
2023 Q4	$7.3K	Hold	90	–	–	﹤0.01%	252
2023 Q3	$6.14K	Hold	90	–	–	﹤0.01%	259
2023 Q2	$6.23K	Hold	90	–	–	﹤0.01%	245
2023 Q1	$5.49K	Hold	90	–	–	﹤0.01%	230
2022 Q4	$4.61K	Hold	90	–	–	﹤0.01%	227
2022 Q3	$5K	Hold	90	–	–	﹤0.01%	198
2022 Q2	$5K	Buy	+90	New	+$5.29K	﹤0.01%	194

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ritter Daniher Financial Advisory's IGV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 110 shares worth $9.97K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

Ritter Daniher Financial Advisory first reported a position in IGV in Q2 2022 and has held it in 17 quarters since. The position peaked at $12.7K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Ritter Daniher Financial Advisory held 110 shares of iShares Expanded Tech-Software Sector ETF worth $9.97K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #445 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and has held it in 17 quarters since.
Ritter Daniher Financial Advisory's iShares Expanded Tech-Software Sector ETF position peaked at $12.7K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.