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

Summit Financial’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	$986K	Buy	+10,881	New	+$967K	0.01%	842
2026 Q1	–	Sell	-13,107	Closed	-$1.39M	–	1433
2025 Q4	$1.39M	Sell	13,107 -3,229	-20%	-$355K	0.02%	570
2025 Q3	$1.88M	Buy	16,336 +5,317	+48%	+$589K	0.03%	488
2025 Q2	$1.21M	Buy	11,019 +7,040	+177%	+$696K	0.03%	382
2025 Q1	$354K	Buy	+3,979	New	+$393K	0.01%	581

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Summit Financial's IGV Position: Q2 2026 in Review

Summit Financial opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 10,881 shares worth $986K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Summit Financial previously reported a position in IGV as recently as Q4 2025.

Summit Financial first reported a position in IGV in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q3 2025. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Summit Financial held 10,881 shares of iShares Expanded Tech-Software Sector ETF worth $986K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Summit Financial position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #842 holding.
Summit Financial first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and has held it in 5 quarters since.
Summit Financial's iShares Expanded Tech-Software Sector ETF position peaked at $1.88M in Q3 2025.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.