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Synergy Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Synergy Investment 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 		$6.16K Buy
68
+25
+58% +$2.22K ﹤0.01% 708
2026
Q1 		$3.44K Buy
+43
New +$3.81K ﹤0.01% 632
2025
Q2 		– Sell
-105
Closed -$9.34K – 304
2025
Q1 		$9.34K Hold
105
– – ﹤0.01% 395
2024
Q4 		$10.5K Buy
+105
New +$10.4K ﹤0.01% 386

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

Synergy Investment Management's IGV Position: Q2 2026 in Review

Synergy Investment Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 58% in Q2 2026, buying an estimated $2.22K and bringing the position to 68 shares worth $6.16K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

Synergy Investment Management first reported a position in IGV in Q4 2024 and has held it in 4 quarters since. The position peaked at $10.5K in Q4 2024. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Synergy Investment Management held 68 shares of iShares Expanded Tech-Software Sector ETF worth $6.16K as of Q2 2026.
  • Synergy Investment Management bought 25 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $2.22K.
  • iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #708 holding.
  • Synergy Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $10.5K in Q4 2024.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.