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

Trilogy Capital’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 		– Sell
-20,000
Closed -$1.6M – 415
2026
Q1 		$1.6M Buy
+20,000
New +$1.77M 0.07% 165

Other funds holding IGV

AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
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
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
NO
Ninety One Cape Town, South Africa $1.85B AUM 62.46% 1-Year Est. Return
AIM
Aurora Investment Managers Naples, Florida $164M AUM 14.98% 1-Year Est. Return

Trilogy Capital's IGV Position: Q2 2026 in Review

Trilogy Capital increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 238% in Q2 2026, buying an estimated $5.15M and bringing the position to 82,278 shares worth $7.45M. The position accounts for 0.29% of the portfolio, ranked #63.

Trilogy Capital first reported a position in IGV in Q4 2024 and has held it in 7 quarters since. 117 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Trilogy Capital held 82,278 shares of iShares Expanded Tech-Software Sector ETF worth $7.45M as of Q2 2026.
  • Trilogy Capital bought 57,920 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $5.15M.
  • iShares Expanded Tech-Software Sector ETF made up 0.29% of Trilogy Capital's portfolio in Q2 2026, its #63 holding.
  • Trilogy Capital first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 7 quarters since.
  • 117 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Trilogy Capital's 13F filing for Q2 2026, filed 6 Jul 2026.