Silver Oak Securities’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Silver Oak Securities’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	$378K	Sell	4,175 -1,207	-22%	-$107K	0.02%	553
2026 Q1	$431K	Sell	5,382 -3,385	-39%	-$300K	0.03%	479
2025 Q4	$938K	Buy	8,767 +1,896	+28%	+$208K	0.06%	302
2025 Q3	$790K	Buy	6,871 +1,627	+31%	+$180K	0.06%	314
2025 Q2	$574K	Buy	5,244 +71	+1%	+$7.02K	0.05%	374
2025 Q1	$465K	Buy	5,173 +1,076	+26%	+$106K	0.04%	386
2024 Q4	$414K	Buy	+4,097	New	+$406K	0.04%	426

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

Silver Oak Securities's IGV Position: Q2 2026 in Review

Silver Oak Securities reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 22% in Q2 2026, selling an estimated $107K and leaving 4,175 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #553.

Silver Oak Securities first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. The position peaked at $938K in Q4 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Silver Oak Securities held 4,175 shares of iShares Expanded Tech-Software Sector ETF worth $378K as of Q2 2026.
Silver Oak Securities sold 1,207 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $107K.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Silver Oak Securities's portfolio in Q2 2026, its #553 holding.
Silver Oak Securities first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
Silver Oak Securities's iShares Expanded Tech-Software Sector ETF position peaked at $938K in Q4 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.