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

StoneCrest 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	–	Sell	-48,638	Closed	-$3.89M	–	76
2026 Q1	$3.89M	Buy	48,638 +1,388	+3%	+$123K	1.65%	26
2025 Q4	$4.99M	Buy	47,250 +3,131	+7%	+$344K	2.02%	21
2025 Q3	$5.07M	Buy	44,119 +686	+2%	+$75.9K	2.22%	18
2025 Q2	$4.76M	Buy	43,433 +953	+2%	+$94.2K	2.27%	17
2025 Q1	$3.78M	Buy	42,480 +1,151	+3%	+$114K	2.4%	17
2024 Q4	$4.14M	Buy	+41,329	New	+$4.1M	2.7%	14

Other funds holding IGV

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return

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

StoneCrest Wealth Management sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 48,638 shares — an estimated $3.89M sold.

StoneCrest Wealth Management first reported a position in IGV in Q4 2024 and held it in 6 quarters. The position peaked at $5.07M in Q3 2025. 117 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

StoneCrest Wealth Management reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
StoneCrest Wealth Management sold 48,638 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $3.89M.
StoneCrest Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and held it in 6 quarters.
StoneCrest Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $5.07M in Q3 2025.
117 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on StoneCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.