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Sharper & Granite’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sharper & Granite’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 		$3.14M Sell
34,617
-5,578
-14% -$496K 0.97% 36
2026
Q1 		$3.22M Buy
40,195
+1,790
+5% +$158K 1.1% 33
2025
Q4 		$4.06M Buy
38,405
+1,750
+5% +$192K 1.43% 28
2025
Q3 		$4.22M Buy
36,655
+13,980
+62% +$1.55M 1.51% 27
2025
Q2 		$2.47M Buy
22,675
+2,965
+15% +$293K 0.94% 32
2025
Q1 		$1.75M Sell
19,710
-1,210
-6% -$120K 0.72% 41
2024
Q4 		$2.09M Buy
20,920
+610
+3% +$60.4K 0.92% 31
2024
Q3 		$1.82M Sell
20,310
-340
-2% -$29.1K 0.81% 38
2024
Q2 		$1.79M Buy
20,650
+1,120
+6% +$92K 0.86% 36
2024
Q1 		$1.64M Buy
19,530
+380
+2% +$32.1K 0.79% 36
2023
Q4 		$1.55M Sell
19,150
-400
-2% -$29.6K 0.8% 38
2023
Q3 		$1.33M Buy
19,550
+1,225
+7% +$85.9K 0.77% 41
2023
Q2 		$1.27M Buy
18,325
+1,150
+7% +$72.2K 0.73% 44
2023
Q1 		$1.05M Buy
17,175
+25
+0.1% +$1.4K 0.63% 52
2022
Q4 		$878K Buy
+17,150
New +$889K 0.58% 53

Other funds holding IGV

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
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
TC
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
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

Sharper & Granite's IGV Position: Q2 2026 in Review

Sharper & Granite reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 14% in Q2 2026, selling an estimated $496K and leaving 34,617 shares worth $3.14M. The position accounts for 0.97% of the portfolio, ranked #36.

Sharper & Granite first reported a position in IGV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.22M in Q3 2025. 117 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Sharper & Granite held 34,617 shares of iShares Expanded Tech-Software Sector ETF worth $3.14M as of Q2 2026.
  • Sharper & Granite sold 5,578 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $496K.
  • iShares Expanded Tech-Software Sector ETF made up 0.97% of Sharper & Granite's portfolio in Q2 2026, its #36 holding.
  • Sharper & Granite first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 15 quarters since.
  • Sharper & Granite's iShares Expanded Tech-Software Sector ETF position peaked at $4.22M in Q3 2025.
  • 117 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sharper & Granite's 13F filing for Q2 2026, filed 16 Jul 2026.