Triangle Securities Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Triangle Securities Wealth 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	$766K	Buy	8,450 +1,445	+21%	+$128K	0.15%	131
2026 Q1	$561K	Buy	7,005 +525	+8%	+$46.5K	0.13%	152
2025 Q4	$685K	Sell	6,480 -200	-3%	-$22K	0.14%	136
2025 Q3	$768K	Hold	6,680	–	–	0.17%	126
2025 Q2	$731K	Hold	6,680	–	–	0.18%	124
2025 Q1	$594K	Buy	6,680 +200	+3%	+$19.8K	0.15%	139
2024 Q4	$649K	Sell	6,480 -320	-5%	-$31.7K	0.17%	134
2024 Q3	$608K	Sell	6,800 -665	-9%	-$57K	0.16%	140
2024 Q2	$649K	Sell	7,465 -500	-6%	-$41.1K	0.18%	131
2024 Q1	$679K	Sell	7,965 -440	-5%	-$37.1K	0.19%	127
2023 Q4	$682K	Sell	8,405 -75	-0.9%	-$5.55K	0.21%	121
2023 Q3	$579K	Sell	8,480 -390	-4%	-$27.4K	0.21%	121
2023 Q2	$614K	Sell	8,870 -275	-3%	-$17.3K	0.21%	120
2023 Q1	$557K	Buy	9,145 +175	+2%	+$9.81K	0.2%	127
2022 Q4	$459K	Buy	8,970 +1,825	+26%	+$94.6K	0.17%	141
2022 Q3	$357K	Buy	7,145 +470	+7%	+$26.7K	0.15%	147
2022 Q2	$360K	Buy	6,675 +100	+2%	+$5.88K	0.14%	146
2022 Q1	$454K	Buy	6,575 +540	+9%	+$37.1K	0.15%	140
2021 Q4	$480K	Sell	6,035 -475	-7%	-$39.7K	0.15%	136
2021 Q3	$520K	Sell	6,510 -125	-2%	-$10.2K	0.18%	129
2021 Q2	$518K	Buy	6,635 +325	+5%	+$23.6K	0.18%	129
2021 Q1	$431K	Sell	6,310 -75	-1%	-$5.32K	0.16%	137
2020 Q4	$452K	Sell	6,385 -400	-6%	-$26.5K	0.18%	130
2020 Q3	$422K	Sell	6,785 -125	-2%	-$7.51K	0.19%	126
2020 Q2	$393K	Buy	6,910 +200	+3%	+$10K	0.19%	123
2020 Q1	$282K	Buy	6,710 +1,910	+40%	+$90.3K	0.16%	128
2019 Q4	$224K	Buy	+4,800	New	+$213K	0.1%	151

Other funds holding IGV

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return

MHIP

Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

CWM

CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return

Triangle Securities Wealth Management's IGV Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 21% in Q2 2026, buying an estimated $128K and bringing the position to 8,450 shares worth $766K. The position accounts for 0.15% of the portfolio, ranked #131.

Triangle Securities Wealth Management first reported a position in IGV in Q4 2019 and has held it in 27 quarters since. The position peaked at $768K in Q3 2025. 138 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Triangle Securities Wealth Management held 8,450 shares of iShares Expanded Tech-Software Sector ETF worth $766K as of Q2 2026.
Triangle Securities Wealth Management bought 1,445 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $128K.
iShares Expanded Tech-Software Sector ETF made up 0.15% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #131 holding.
Triangle Securities Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 27 quarters since.
Triangle Securities Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $768K in Q3 2025.
138 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.