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

Triumph Capital 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 		$4.13M Sell
45,601
-22,567
-33% -$2.01M 0.75% 30
2026
Q1 		$5.46M Buy
68,168
+53,790
+374% +$4.76M 1.11% 22
2025
Q4 		$1.52M Buy
14,378
+331
+2% +$36.4K 0.33% 64
2025
Q3 		$1.62M Buy
14,047
+578
+4% +$64K 0.43% 56
2025
Q2 		$1.47M Buy
13,469
+1,219
+10% +$121K 0.44% 52
2025
Q1 		$1.09M Sell
12,250
-281
-2% -$27.8K 0.36% 58
2024
Q4 		$1.25M Sell
12,531
-776
-6% -$76.9K 0.43% 47
2024
Q3 		$1.19M Buy
13,307
+669
+5% +$57.4K 0.42% 50
2024
Q2 		$1.1M Buy
12,638
+1,968
+18% +$162K 0.43% 56
2024
Q1 		$907K Buy
+10,670
New +$900K 0.37% 58
2022
Q4 		– Sell
-5,480
Closed -$274K – 229
2022
Q3 		$274K Buy
5,480
+1,475
+37% +$83.8K 0.15% 139
2022
Q2 		$216K Buy
4,005
+245
+7% +$14.4K 0.11% 175
2022
Q1 		$259K Buy
+3,760
New +$258K 0.11% 177

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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 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
TC
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

Triumph Capital Management's IGV Position: Q2 2026 in Review

Triumph Capital Management reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 33% in Q2 2026, selling an estimated $2.01M and leaving 45,601 shares worth $4.13M. The position accounts for 0.75% of the portfolio, ranked #30.

Triumph Capital Management first reported a position in IGV in Q1 2022 and has held it in 13 quarters since. The position peaked at $5.46M in Q1 2026. 140 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Triumph Capital Management held 45,601 shares of iShares Expanded Tech-Software Sector ETF worth $4.13M as of Q2 2026.
  • Triumph Capital Management sold 22,567 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $2.01M.
  • iShares Expanded Tech-Software Sector ETF made up 0.75% of Triumph Capital Management's portfolio in Q2 2026, its #30 holding.
  • Triumph Capital Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 13 quarters since.
  • Triumph Capital Management's iShares Expanded Tech-Software Sector ETF position peaked at $5.46M in Q1 2026.
  • 140 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.