TWP
IGV icon

Tempus Wealth Planning’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Tempus Wealth Planning’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 		$314K Buy
3,466
+146
+4% +$13K 0.06% 229
2026
Q1 		$266K Buy
3,320
+296
+10% +$26.2K 0.06% 230
2025
Q4 		$320K Sell
3,024
-178
-6% -$19.6K 0.07% 208
2025
Q3 		$368K Buy
3,202
+74
+2% +$8.19K 0.08% 204
2025
Q2 		$343K Sell
3,128
-7
-0.2% -$692 0.09% 195
2025
Q1 		$279K Sell
3,135
-34
-1% -$3.36K 0.08% 213
2024
Q4 		$317K Sell
3,169
-334
-10% -$33.1K 0.1% 182
2024
Q3 		$313K Buy
3,503
+37
+1% +$3.17K 0.11% 162
2024
Q2 		$301K Sell
3,466
-381
-10% -$31.3K 0.13% 154
2024
Q1 		$328K Sell
3,847
-1,588
-29% -$134K 0.14% 144
2023
Q4 		$441K Sell
5,435
-855
-14% -$63.3K 0.19% 111
2023
Q3 		$429K Buy
6,290
+15
+0.2% +$1.05K 0.22% 97
2023
Q2 		$434K Sell
6,275
-135
-2% -$8.48K 0.2% 114
2023
Q1 		$391K Buy
6,410
+1,060
+20% +$59.4K 0.19% 113
2022
Q4 		$274K Sell
5,350
-595
-10% -$30.8K 0.17% 140
2022
Q3 		$297K Sell
5,945
-145
-2% -$8.24K 0.2% 131
2022
Q2 		$328K Buy
6,090
+1,870
+44% +$110K 0.27% 93
2022
Q1 		$291K Sell
4,220
-875
-17% -$60.1K 0.21% 109
2021
Q4 		$405K Sell
5,095
-340
-6% -$28.4K 0.22% 108
2021
Q3 		$434K Sell
5,435
-105
-2% -$8.57K 0.25% 101
2021
Q2 		$432K Buy
5,540
+680
+14% +$49.3K 0.29% 96
2021
Q1 		$332K Buy
4,860
+650
+15% +$46.1K 0.35% 76
2020
Q4 		$298K Buy
4,210
+515
+14% +$34.1K 0.38% 52
2020
Q3 		$230K Buy
3,695
+15
+0.4% +$901 0.33% 63
2020
Q2 		$209K Buy
+3,680
New +$185K 0.31% 62
2020
Q1 		– Sell
-12,530
Closed -$584K – 67
2019
Q4 		$584K Buy
+12,530
New +$556K 0.52% 32

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

Tempus Wealth Planning's IGV Position: Q2 2026 in Review

Tempus Wealth Planning increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 4.4% in Q2 2026, buying an estimated $13K and bringing the position to 3,466 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #229.

Tempus Wealth Planning first reported a position in IGV in Q4 2019 and has held it in 26 quarters since. The position peaked at $584K in Q4 2019. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Tempus Wealth Planning held 3,466 shares of iShares Expanded Tech-Software Sector ETF worth $314K as of Q2 2026.
  • Tempus Wealth Planning bought 146 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $13K.
  • iShares Expanded Tech-Software Sector ETF made up 0.06% of Tempus Wealth Planning's portfolio in Q2 2026, its #229 holding.
  • Tempus Wealth Planning first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 26 quarters since.
  • Tempus Wealth Planning's iShares Expanded Tech-Software Sector ETF position peaked at $584K in Q4 2019.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.