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Steph & Co’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Steph & Co’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 		– Sell
-275
Closed -$22K – 300
2026
Q1 		$22K Buy
+275
New +$24.3K 0.01% 246

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

Steph & Co's IGV Position: Q2 2026 in Review

Steph & Co sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 275 shares — an estimated $22K sold.

Steph & Co first reported a position in IGV in Q1 2026 and held it in 1 quarter. The position peaked at $22K in Q1 2026. 117 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Steph & Co reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • Steph & Co sold 275 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $22K.
  • Steph & Co first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and held it in 1 quarter.
  • Steph & Co's iShares Expanded Tech-Software Sector ETF position peaked at $22K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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