Warner Financial’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Warner Financial’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	$385K	Buy	+4,248	New	+$378K	0.11%	111

Other funds holding IGV

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Warner Financial's IGV Position: Q2 2026 in Review

Warner Financial opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 4,248 shares worth $385K. The stake represents 0.11% of the portfolio and ranks #111 among its holdings.

387 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Warner Financial held 4,248 shares of iShares Expanded Tech-Software Sector ETF worth $385K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Warner Financial position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.11% of Warner Financial's portfolio in Q2 2026, its #111 holding.
387 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Warner Financial's 13F filing for Q2 2026, filed 9 Jul 2026.