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

Tidemark’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	$13.3K	Buy	147 +92	+167%	+$8.18K	﹤0.01%	472
2026 Q1	$4.4K	Hold	55	–	–	﹤0.01%	572
2025 Q4	$5.81K	Hold	55	–	–	﹤0.01%	483
2025 Q3	$6.33K	Hold	55	–	–	﹤0.01%	500
2025 Q2	$6.02K	Hold	55	–	–	﹤0.01%	497
2025 Q1	$4.89K	Hold	55	–	–	﹤0.01%	527
2024 Q4	$5.51K	Hold	55	–	–	﹤0.01%	497
2024 Q3	$4.92K	Hold	55	–	–	﹤0.01%	493
2024 Q2	$4.78K	Hold	55	–	–	﹤0.01%	476
2024 Q1	$4.69K	Buy	+55	New	+$4.64K	﹤0.01%	522

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

Tidemark's IGV Position: Q2 2026 in Review

Tidemark increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 167% in Q2 2026, buying an estimated $8.18K and bringing the position to 147 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Tidemark first reported a position in IGV in Q1 2024 and has held it in 10 quarters since. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Tidemark held 147 shares of iShares Expanded Tech-Software Sector ETF worth $13.3K as of Q2 2026.
Tidemark bought 92 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $8.18K.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of Tidemark's portfolio in Q2 2026, its #472 holding.
Tidemark first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 10 quarters since.
880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.