Sequent Planning’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sequent Planning’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	$227K	Sell	2,505 -94	-4%	-$8.36K	0.05%	256
2026 Q1	$208K	Sell	2,599 -111	-4%	-$9.83K	0.05%	238
2025 Q4	$286K	Sell	2,710 -2	-0.1%	-$220	0.07%	178
2025 Q3	$312K	Sell	2,712 -1,633	-38%	-$181K	0.09%	158
2025 Q2	$476K	Sell	4,345 -31	-0.7%	-$3.07K	0.15%	95
2025 Q1	$389K	Buy	4,376 +95	+2%	+$9.38K	0.14%	99
2024 Q4	$429K	Sell	4,281 -33	-0.8%	-$3.27K	0.16%	89
2024 Q3	$386K	Buy	4,314 +93	+2%	+$7.97K	0.13%	104
2024 Q2	$369K	Sell	4,221 -606	-13%	-$49.8K	0.13%	102
2024 Q1	$412K	Buy	+4,827	New	+$407K	0.15%	96

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

Sequent Planning's IGV Position: Q2 2026 in Review

Sequent Planning reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 3.6% in Q2 2026, selling an estimated $8.36K and leaving 2,505 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #256.

Sequent Planning first reported a position in IGV in Q1 2024 and has held it in 10 quarters since. The position peaked at $476K in Q2 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sequent Planning held 2,505 shares of iShares Expanded Tech-Software Sector ETF worth $227K as of Q2 2026.
Sequent Planning sold 94 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $8.36K.
iShares Expanded Tech-Software Sector ETF made up 0.05% of Sequent Planning's portfolio in Q2 2026, its #256 holding.
Sequent Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 10 quarters since.
Sequent Planning's iShares Expanded Tech-Software Sector ETF position peaked at $476K in Q2 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sequent Planning's 13F filing for Q2 2026, filed 14 Aug 2026.