SIC
IGV icon

Sterling Investment Counsel’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sterling Investment Counsel’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 		$938K Buy
10,355
+1,531
+17% +$136K 0.22% 75
2026
Q1 		$706K Buy
8,824
+1,215
+16% +$108K 0.2% 79
2025
Q4 		$804K Buy
7,609
+132
+2% +$14.5K 0.23% 69
2025
Q3 		$860K Buy
7,477
+836
+13% +$92.5K 0.28% 64
2025
Q2 		$727K Sell
6,641
-1,065
-14% -$105K 0.43% 37
2025
Q1 		$686K Buy
7,706
+1,047
+16% +$103K 0.23% 73
2024
Q4 		$667K Sell
6,659
-2,304
-26% -$228K 0.44% 37
2024
Q3 		$801K Sell
8,963
-73
-0.8% -$6.26K 0.29% 60
2024
Q2 		$785K Buy
9,036
+1
+0% +$82 0.31% 54
2024
Q1 		$770K Sell
9,035
-685
-7% -$57.8K 0.36% 52
2023
Q4 		$789K Sell
9,720
-800
-8% -$59.2K 0.4% 48
2023
Q3 		$718K Buy
10,520
+5
+0% +$351 0.41% 52
2023
Q2 		$727K Sell
10,515
-145
-1% -$9.11K 0.39% 47
2023
Q1 		$650K Sell
10,660
-480
-4% -$26.9K 0.39% 49
2022
Q4 		$570K Buy
11,140
+2,465
+28% +$128K 0.35% 53
2022
Q3 		$434K Buy
8,675
+305
+4% +$17.3K 0.32% 59
2022
Q2 		$451K Buy
+8,370
New +$492K 0.34% 65

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

Sterling Investment Counsel's IGV Position: Q2 2026 in Review

Sterling Investment Counsel increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 17% in Q2 2026, buying an estimated $136K and bringing the position to 10,355 shares worth $938K. The position accounts for 0.22% of the portfolio, ranked #75.

Sterling Investment Counsel first reported a position in IGV in Q2 2022 and has held it in 17 quarters since. 371 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Sterling Investment Counsel held 10,355 shares of iShares Expanded Tech-Software Sector ETF worth $938K as of Q2 2026.
  • Sterling Investment Counsel bought 1,531 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $136K.
  • iShares Expanded Tech-Software Sector ETF made up 0.22% of Sterling Investment Counsel's portfolio in Q2 2026, its #75 holding.
  • Sterling Investment Counsel first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and has held it in 17 quarters since.
  • 371 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.