Samalin Investment Counsel’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Samalin Investment Counsel’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	$453K	Buy	5,000 +595	+14%	+$52.9K	0.14%	177
2026 Q1	$353K	Buy	4,405 +755	+21%	+$66.8K	0.13%	223
2025 Q4	$386K	Hold	3,650	–	–	0.14%	205
2025 Q3	$420K	Hold	3,650	–	–	0.14%	197
2025 Q2	$400K	Buy	3,650 +50	+1%	+$4.95K	0.15%	206
2025 Q1	$320K	Hold	3,600	–	–	0.13%	229
2024 Q4	$360K	Hold	3,600	–	–	0.15%	200
2024 Q3	$322K	Hold	3,600	–	–	0.14%	215
2024 Q2	$313K	Sell	3,600 -89	-2%	-$7.31K	0.15%	211
2024 Q1	$315K	Sell	3,689 -301	-8%	-$25.4K	0.15%	206
2023 Q4	$324K	Sell	3,990 -5	-0.1%	-$370	0.16%	201
2023 Q3	$273K	Sell	3,995 -105	-3%	-$7.37K	0.16%	184
2023 Q2	$284K	Hold	4,100	–	–	0.15%	193
2023 Q1	$250K	Sell	4,100 -500	-11%	-$28K	0.15%	193
2022 Q4	$235K	Buy	+4,600	New	+$238K	0.15%	190
2020 Q1	–	Sell	-900	Closed	-$41K	–	305
2019 Q4	$41K	Buy	+900	New	+$39.9K	0.03%	301

Other funds holding IGV

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Samalin Investment Counsel's IGV Position: Q2 2026 in Review

Samalin Investment Counsel increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 14% in Q2 2026, buying an estimated $52.9K and bringing the position to 5,000 shares worth $453K. The position accounts for 0.14% of the portfolio, ranked #177.

Samalin Investment Counsel first reported a position in IGV in Q4 2019 and has held it in 16 quarters since. 329 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Samalin Investment Counsel held 5,000 shares of iShares Expanded Tech-Software Sector ETF worth $453K as of Q2 2026.
Samalin Investment Counsel bought 595 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $52.9K.
iShares Expanded Tech-Software Sector ETF made up 0.14% of Samalin Investment Counsel's portfolio in Q2 2026, its #177 holding.
Samalin Investment Counsel first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 16 quarters since.
329 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.