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

TritonPoint Wealth’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	$1.17M	Sell	12,957 -945	-7%	-$84K	0.12%	122
2026 Q1	$1.11M	Sell	13,902 -4,465	-24%	-$395K	0.12%	119
2025 Q4	$1.94M	Sell	18,367 -200	-1%	-$22K	0.2%	98
2025 Q3	$2.14M	Sell	18,567 -155	-0.8%	-$17.2K	0.18%	117
2025 Q2	$2.05M	Buy	18,722 +5,317	+40%	+$526K	0.19%	115
2025 Q1	$1.19M	Hold	13,405	–	–	0.11%	141
2024 Q4	$1.34M	Sell	13,405 -20	-0.1%	-$1.98K	0.12%	130
2024 Q3	$1.2M	Hold	13,425	–	–	0.11%	140
2024 Q2	$1.17M	Hold	13,425	–	–	0.11%	136
2024 Q1	$947K	Buy	13,425 +625	+5%	+$52.7K	0.1%	148
2023 Q4	$1.04M	Buy	+12,800	New	+$947K	0.1%	149

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

TritonPoint Wealth's IGV Position: Q2 2026 in Review

TritonPoint Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 6.8% in Q2 2026, selling an estimated $84K and leaving 12,957 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #122.

TritonPoint Wealth first reported a position in IGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.14M in Q3 2025. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

TritonPoint Wealth held 12,957 shares of iShares Expanded Tech-Software Sector ETF worth $1.17M as of Q2 2026.
TritonPoint Wealth sold 945 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $84K.
iShares Expanded Tech-Software Sector ETF made up 0.12% of TritonPoint Wealth's portfolio in Q2 2026, its #122 holding.
TritonPoint Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $2.14M in Q3 2025.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.