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Strategic Financial Concepts’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Strategic Financial Concepts’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 		$3M Buy
+33,060
New +$2.94M 0.89% 25
2025
Q4 		– Sell
-2,933
Closed -$337K – 197
2025
Q3 		$337K Buy
+2,933
New +$325K 0.05% 178

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

Strategic Financial Concepts's IGV Position: Q2 2026 in Review

Strategic Financial Concepts opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 33,060 shares worth $3M. The stake represents 0.89% of the portfolio and ranks #25 among its holdings. This is a return to the name: Strategic Financial Concepts previously reported a position in IGV as recently as Q3 2025.

Strategic Financial Concepts first reported a position in IGV in Q3 2025 and has held it in 2 quarters since. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Strategic Financial Concepts held 33,060 shares of iShares Expanded Tech-Software Sector ETF worth $3M as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Strategic Financial Concepts position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.89% of Strategic Financial Concepts's portfolio in Q2 2026, its #25 holding.
  • Strategic Financial Concepts first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2025 and has held it in 2 quarters since.
  • 883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.