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Rockingstone Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Rockingstone Advisors’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 		$3.13M Buy
34,578
+2,435
+8% +$216K 1.26% 30
2026
Q1 		$2.57M Buy
32,143
+2,195
+7% +$194K 1.18% 39
2025
Q4 		$3.17M Buy
29,948
+1,663
+6% +$183K 1.44% 32
2025
Q3 		$3.25M Sell
28,285
-55
-0.2% -$6.09K 1.61% 21
2025
Q2 		$3.1M Sell
28,340
-7,116
-20% -$704K 1.63% 25
2025
Q1 		$3.16M Buy
35,456
+140
+0.4% +$13.8K 1.42% 27
2024
Q4 		$3.54M Sell
35,316
-163
-0.5% -$16.2K 1.56% 21
2024
Q3 		$3.17M Sell
35,479
-630
-2% -$54K 1.56% 21
2024
Q2 		$3.14M Buy
36,109
+294
+0.8% +$24.1K 1.61% 22
2024
Q1 		$3.05M Sell
35,815
-810
-2% -$68.4K 1.58% 23
2023
Q4 		$2.97M Sell
36,625
-240
-0.7% -$17.8K 1.67% 20
2023
Q3 		$2.52M Buy
36,865
+740
+2% +$51.9K 1.39% 20
2023
Q2 		$2.5M Buy
36,125
+255
+0.7% +$16K 1.41% 22
2023
Q1 		$2.19M Buy
35,870
+1,765
+5% +$98.9K 1.33% 23
2022
Q4 		$1.75M Buy
+34,105
New +$1.77M 1.3% 32

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Rockingstone Advisors's IGV Position: Q2 2026 in Review

Rockingstone Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 7.6% in Q2 2026, buying an estimated $216K and bringing the position to 34,578 shares worth $3.13M. The position accounts for 1.26% of the portfolio, ranked #30.

Rockingstone Advisors first reported a position in IGV in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.54M in Q4 2024. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Rockingstone Advisors held 34,578 shares of iShares Expanded Tech-Software Sector ETF worth $3.13M as of Q2 2026.
  • Rockingstone Advisors bought 2,435 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $216K.
  • iShares Expanded Tech-Software Sector ETF made up 1.26% of Rockingstone Advisors's portfolio in Q2 2026, its #30 holding.
  • Rockingstone Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 15 quarters since.
  • Rockingstone Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.54M in Q4 2024.
  • 371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Rockingstone Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.