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

Sax Wealth 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	–	Sell	-5,696	Closed	-$602K	–	548
2026 Q1	$602K	Hold	5,696	–	–	0.03%	259
2025 Q4	$602K	Sell	5,696 -9,986	-64%	-$1.1M	0.03%	266
2025 Q3	$1.8M	Buy	15,682 +2,114	+16%	+$234K	0.1%	116
2025 Q2	$1.49M	Buy	13,568 +6,023	+80%	+$596K	0.09%	124
2025 Q1	$671K	Buy	7,545 +1,501	+25%	+$148K	0.05%	182
2024 Q4	$605K	Buy	6,044 +3,097	+105%	+$307K	0.05%	172
2024 Q3	$263K	Buy	+2,947	New	+$253K	0.02%	236

Other funds holding IGV

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Sax Wealth Advisors's IGV Position: Q2 2026 in Review

Sax Wealth Advisors sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 5,696 shares — an estimated $602K sold.

Sax Wealth Advisors first reported a position in IGV in Q3 2024 and held it in 7 quarters. The position peaked at $1.8M in Q3 2025. 162 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sax Wealth Advisors reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Sax Wealth Advisors sold 5,696 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $602K.
Sax Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2024 and held it in 7 quarters.
Sax Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $1.8M in Q3 2025.
162 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.