SummitTX Capital’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

SummitTX Capital’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	-55,961	Closed	-$4.48M	–	890
2026 Q1	$4.48M	Buy	+55,961	New	+$4.95M	0.14%	170
2025 Q4	–	Sell	-10,833	Closed	-$1.25M	–	827
2025 Q3	$1.25M	Buy	+10,833	New	+$1.2M	0.05%	338
2025 Q2	–	Sell	-30,959	Closed	-$2.76M	–	874
2025 Q1	$2.76M	Buy	+30,959	New	+$3.06M	0.12%	197

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

SummitTX Capital's IGV Position: Q2 2026 in Review

SummitTX Capital sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 55,961 shares — an estimated $4.48M sold.

SummitTX Capital first reported a position in IGV in Q1 2025 and held it in 3 quarters. The position peaked at $4.48M in Q1 2026. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

SummitTX Capital reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
SummitTX Capital sold 55,961 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $4.48M.
SummitTX Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2025 and held it in 3 quarters.
SummitTX Capital's iShares Expanded Tech-Software Sector ETF position peaked at $4.48M in Q1 2026.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.