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

Valley Wealth Managers’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	$2.12M	Sell	23,378 -11,178	-32%	-$994K	0.12%	116
2026 Q1	$2.77M	Buy	34,556 +753	+2%	+$66.7K	0.18%	109
2025 Q4	$3.57M	Buy	33,803 +182	+0.5%	+$20K	0.23%	97
2025 Q3	$3.87M	Sell	33,621 -9,619	-22%	-$1.06M	0.26%	93
2025 Q2	$4.73M	Buy	43,240 +1,706	+4%	+$169K	0.34%	61
2025 Q1	$3.7M	Sell	41,534 -7,060	-15%	-$697K	0.28%	86
2024 Q4	$4.87M	Buy	48,594 +7,811	+19%	+$774K	0.36%	54
2024 Q3	$3.64M	Buy	40,783 +465	+1%	+$39.9K	0.27%	93
2024 Q2	$3.5M	Sell	40,318 -2,241	-5%	-$184K	0.28%	89
2024 Q1	$3.63M	Buy	42,559 +629	+2%	+$53.1K	0.27%	95
2023 Q4	$3.4M	Sell	41,930 -2,225	-5%	-$165K	0.27%	95
2023 Q3	$3.01M	Buy	+44,155	New	+$3.1M	0.25%	103

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

Valley Wealth Managers's IGV Position: Q2 2026 in Review

Valley Wealth Managers reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 32% in Q2 2026, selling an estimated $994K and leaving 23,378 shares worth $2.12M. The position accounts for 0.12% of the portfolio, ranked #116.

Valley Wealth Managers first reported a position in IGV in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.87M in Q4 2024. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Valley Wealth Managers held 23,378 shares of iShares Expanded Tech-Software Sector ETF worth $2.12M as of Q2 2026.
Valley Wealth Managers sold 11,178 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $994K.
iShares Expanded Tech-Software Sector ETF made up 0.12% of Valley Wealth Managers's portfolio in Q2 2026, its #116 holding.
Valley Wealth Managers first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2023 and has held it in 12 quarters since.
Valley Wealth Managers's iShares Expanded Tech-Software Sector ETF position peaked at $4.87M in Q4 2024.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.