Twin Peaks Wealth Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Twin Peaks Wealth Advisors’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	$375K	Buy	4,145 +2,184	+111%	+$194K	0.09%	136
2026 Q1	$157K	Buy	+1,961	New	+$174K	0.04%	222
2025 Q3	–	Sell	-276	Closed	-$30.2K	–	1094
2025 Q2	$30.2K	Buy	+276	New	+$27.3K	0.01%	471

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

Twin Peaks Wealth Advisors's IGV Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 111% in Q2 2026, buying an estimated $194K and bringing the position to 4,145 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #136.

Twin Peaks Wealth Advisors first reported a position in IGV in Q2 2025 and has held it in 3 quarters since. 885 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Twin Peaks Wealth Advisors held 4,145 shares of iShares Expanded Tech-Software Sector ETF worth $375K as of Q2 2026.
Twin Peaks Wealth Advisors bought 2,184 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $194K.
iShares Expanded Tech-Software Sector ETF made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Twin Peaks Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 3 quarters since.
885 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.