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

Stone Summit 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 		$2.09M Sell
23,019
-131
-0.6% -$11.6K 0.53% 55
2026
Q1 		$1.85M Sell
23,150
-2,052
-8% -$182K 0.52% 55
2025
Q4 		$2.66M Sell
25,202
-1,890
-7% -$208K 0.72% 44
2025
Q3 		$3.12M Sell
27,092
-2,468
-8% -$273K 0.88% 37
2025
Q2 		$3.24M Buy
29,560
+49
+0.2% +$4.85K 1% 34
2025
Q1 		$2.63M Sell
29,511
-1,215
-4% -$120K 0.89% 37
2024
Q4 		$3.08M Sell
30,726
-1,185
-4% -$117K 1.03% 32
2024
Q3 		$2.85M Buy
31,911
+178
+0.6% +$15.3K 0.92% 37
2024
Q2 		$2.76M Sell
31,733
-232
-0.7% -$19.1K 0.99% 34
2024
Q1 		$2.73M Sell
31,965
-1,145
-3% -$96.6K 0.95% 35
2023
Q4 		$2.69M Sell
33,110
-1,020
-3% -$75.5K 1.03% 32
2023
Q3 		$2.33M Buy
34,130
+495
+1% +$34.7K 1% 30
2023
Q2 		$2.33M Buy
33,635
+215
+0.6% +$13.5K 0.96% 39
2023
Q1 		$2.04M Buy
33,420
+355
+1% +$19.9K 0.91% 39
2022
Q4 		$1.69M Buy
33,065
+1,920
+6% +$99.5K 0.83% 44
2022
Q3 		$1.56M Sell
31,145
-120
-0.4% -$6.82K 0.96% 38
2022
Q2 		$1.69M Buy
31,265
+2,145
+7% +$126K 1.01% 34
2022
Q1 		$2.02M Buy
29,120
+7,810
+37% +$536K 1.13% 29
2021
Q4 		$1.7M Buy
+21,310
New +$1.78M 1.38% 26

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

Stone Summit Wealth's IGV Position: Q2 2026 in Review

Stone Summit Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.57% in Q2 2026, selling an estimated $11.6K and leaving 23,019 shares worth $2.09M. The position accounts for 0.53% of the portfolio, ranked #55.

Stone Summit Wealth first reported a position in IGV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.24M in Q2 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Stone Summit Wealth held 23,019 shares of iShares Expanded Tech-Software Sector ETF worth $2.09M as of Q2 2026.
  • Stone Summit Wealth sold 131 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $11.6K.
  • iShares Expanded Tech-Software Sector ETF made up 0.53% of Stone Summit Wealth's portfolio in Q2 2026, its #55 holding.
  • Stone Summit Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 19 quarters since.
  • Stone Summit Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $3.24M in Q2 2025.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.