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

Spire Wealth Management’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 		$2.59M Buy
28,622
+4,061
+17% +$361K 0.08% 225
2026
Q1 		$1.97M Buy
24,561
+18,771
+324% +$1.66M 0.07% 263
2025
Q4 		$612K Sell
5,790
-48
-0.8% -$5.28K 0.02% 494
2025
Q3 		$671K Sell
5,838
-41,034
-88% -$4.54M 0.02% 457
2025
Q2 		$5.12M Sell
46,872
-8,681
-16% -$859K 0.18% 104
2025
Q1 		$4.94M Buy
55,553
+51,898
+1,420% +$5.13M 0.16% 125
2024
Q4 		$366K Buy
3,655
+2,778
+317% +$275K 0.01% 654
2024
Q3 		$78.4K Hold
877
– – ﹤0.01% 990
2024
Q2 		$76.2K Sell
877
-248
-22% -$20.4K ﹤0.01% 978
2024
Q1 		$95.9K Sell
1,125
-3,495
-76% -$295K ﹤0.01% 1004
2023
Q4 		$387K Buy
4,620
+1,295
+39% +$95.8K 0.01% 582
2023
Q3 		$227K Buy
3,325
+2,450
+280% +$172K 0.01% 677
2023
Q2 		$60.5K Hold
875
– – ﹤0.01% 1129
2023
Q1 		$53.3K Buy
+875
New +$49K ﹤0.01% 1175
2022
Q3 		– Sell
-250
Closed -$13K – 2380
2022
Q2 		$13K Hold
250
– – ﹤0.01% 1833
2022
Q1 		$17K Sell
250
-235
-48% -$16.1K ﹤0.01% 1872
2021
Q4 		$39K Buy
485
+140
+41% +$11.7K ﹤0.01% 1832
2021
Q3 		$28K Sell
345
-240
-41% -$19.6K ﹤0.01% 1715
2021
Q2 		$46K Sell
585
-4,440
-88% -$322K ﹤0.01% 1514
2021
Q1 		$291K Buy
+5,025
New +$356K 0.01% 882

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spire Wealth Management's IGV Position: Q2 2026 in Review

Spire Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 17% in Q2 2026, buying an estimated $361K and bringing the position to 28,622 shares worth $2.59M. The position accounts for 0.08% of the portfolio, ranked #225.

Spire Wealth Management first reported a position in IGV in Q1 2021 and has held it in 20 quarters since. The position peaked at $5.12M in Q2 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Spire Wealth Management held 28,622 shares of iShares Expanded Tech-Software Sector ETF worth $2.59M as of Q2 2026.
  • Spire Wealth Management bought 4,061 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $361K.
  • iShares Expanded Tech-Software Sector ETF made up 0.08% of Spire Wealth Management's portfolio in Q2 2026, its #225 holding.
  • Spire Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $5.12M in Q2 2025.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.