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

Simplicity Wealth’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	$600K	Buy	+6,621	New	+$589K	0.02%	570
2025 Q3	–	Sell	-16,854	Closed	-$1.85M	–	728
2025 Q2	$1.85M	Buy	16,854 +5,634	+50%	+$557K	0.08%	227
2025 Q1	$998K	Buy	11,220 +8,049	+254%	+$795K	0.08%	257
2024 Q4	$317K	Buy	+3,171	New	+$314K	0.07%	223

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

Simplicity Wealth's IGV Position: Q2 2026 in Review

Simplicity Wealth opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 6,621 shares worth $600K. The stake represents 0.02% of the portfolio and ranks #570 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in IGV as recently as Q2 2025.

Simplicity Wealth first reported a position in IGV in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.85M in Q2 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Simplicity Wealth held 6,621 shares of iShares Expanded Tech-Software Sector ETF worth $600K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Simplicity Wealth position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #570 holding.
Simplicity Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 4 quarters since.
Simplicity Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $1.85M in Q2 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.