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Sonata Capital Group’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sonata Capital Group’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 		$280K Buy
+3,090
New +$275K 0.09% 114

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Sonata Capital Group's IGV Position: Q2 2026 in Review

Sonata Capital Group opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 3,090 shares worth $280K. The stake represents 0.09% of the portfolio and ranks #114 among its holdings.

371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Sonata Capital Group held 3,090 shares of iShares Expanded Tech-Software Sector ETF worth $280K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Sonata Capital Group position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.09% of Sonata Capital Group's portfolio in Q2 2026, its #114 holding.
  • 371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sonata Capital Group's 13F filing for Q2 2026, filed 24 Jul 2026.