Sweeney & Michel’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Sweeney & Michel’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	$244K	Buy	+2,375	New	+$211K	0.06%	144

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

Sweeney & Michel's IGV Position: Q2 2026 in Review

Sweeney & Michel opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,375 shares worth $244K. The stake represents 0.06% of the portfolio and ranks #144 among its holdings.

877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Sweeney & Michel held 2,375 shares of iShares Expanded Tech-Software Sector ETF worth $244K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Sweeney & Michel position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Sweeney & Michel's portfolio in Q2 2026, its #144 holding.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.