Sharp Financial Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sharp Financial Services’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	$425K	Buy	4,690 +1,263	+37%	+$112K	0.2%	73
2026 Q1	$274K	Sell	3,427 -1,648	-32%	-$146K	0.14%	98
2025 Q4	$536K	Buy	5,075 +126	+3%	+$13.9K	0.27%	51
2025 Q3	$569K	Buy	4,949 +1,703	+52%	+$189K	0.31%	47
2025 Q2	$355K	Buy	3,246 +702	+28%	+$69.4K	0.23%	52
2025 Q1	$226K	Sell	2,544 -602	-19%	-$59.5K	0.17%	82
2024 Q4	$315K	Sell	3,146 -882	-22%	-$87.4K	0.24%	67
2024 Q3	$360K	Buy	4,028 +1,612	+67%	+$138K	0.28%	62
2024 Q2	$210K	Buy	+2,416	New	+$198K	0.18%	92

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

Sharp Financial Services's IGV Position: Q2 2026 in Review

Sharp Financial Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 37% in Q2 2026, buying an estimated $112K and bringing the position to 4,690 shares worth $425K. The position accounts for 0.2% of the portfolio, ranked #73.

Sharp Financial Services first reported a position in IGV in Q2 2024 and has held it in 9 quarters since. The position peaked at $569K in Q3 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sharp Financial Services held 4,690 shares of iShares Expanded Tech-Software Sector ETF worth $425K as of Q2 2026.
Sharp Financial Services bought 1,263 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $112K.
iShares Expanded Tech-Software Sector ETF made up 0.2% of Sharp Financial Services's portfolio in Q2 2026, its #73 holding.
Sharp Financial Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2024 and has held it in 9 quarters since.
Sharp Financial Services's iShares Expanded Tech-Software Sector ETF position peaked at $569K in Q3 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.