Wagner Wealth Management (South Carolina)’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wagner Wealth Management (South Carolina)’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	-40	Closed	-$3.2K	–	287
2026 Q1	$3.2K	Buy	+40	New	+$3.54K	﹤0.01%	247
2025 Q3	–	Sell	-159	Closed	-$17.4K	–	256
2025 Q2	$17.4K	Buy	159 +65	+69%	+$6.43K	﹤0.01%	190
2025 Q1	$8.37K	Buy	94 +46	+96%	+$4.54K	﹤0.01%	196
2024 Q4	$4.81K	Buy	+48	New	+$4.76K	﹤0.01%	207
2024 Q1	–	Sell	-315	Closed	-$25.6K	–	261
2023 Q4	$25.6K	Hold	315	–	–	0.01%	181
2023 Q3	$21.5K	Buy	315 +15	+5%	+$1.05K	0.01%	156
2023 Q2	$20.8K	Hold	300	–	–	0.01%	158
2023 Q1	$18.3K	Buy	300 +250	+500%	+$14K	0.01%	164
2022 Q4	$2.56K	Buy	+50	New	+$2.59K	﹤0.01%	209
2022 Q3	–	Sell	-30	Closed	-$2K	–	726
2022 Q2	$2K	Buy	+30	New	+$1.76K	﹤0.01%	619

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

Wagner Wealth Management (South Carolina)'s IGV Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 40 shares — an estimated $3.2K sold.

Wagner Wealth Management (South Carolina) first reported a position in IGV in Q2 2022 and held it in 10 quarters. The position peaked at $25.6K in Q4 2023. 876 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Wagner Wealth Management (South Carolina) reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 40 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $3.2K.
Wagner Wealth Management (South Carolina) first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2022 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s iShares Expanded Tech-Software Sector ETF position peaked at $25.6K in Q4 2023.
876 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.