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Wealth Enhancement Trust Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Wealth Enhancement Trust Services’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 		$50K Buy
+552
New +$49.1K 0.01% 480
2026
Q1 		– Sell
-6,898
Closed -$729K – 805
2025
Q4 		$729K Buy
+6,898
New +$758K 0.09% 170

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Wealth Enhancement Trust Services's IGV Position: Q2 2026 in Review

Wealth Enhancement Trust Services opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 552 shares worth $50K. The stake represents 0.01% of the portfolio and ranks #480 among its holdings. This is a return to the name: Wealth Enhancement Trust Services previously reported a position in IGV as recently as Q4 2025.

Wealth Enhancement Trust Services first reported a position in IGV in Q4 2025 and has held it in 2 quarters since. The position peaked at $729K in Q4 2025. 698 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Wealth Enhancement Trust Services held 552 shares of iShares Expanded Tech-Software Sector ETF worth $50K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Wealth Enhancement Trust Services position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #480 holding.
  • Wealth Enhancement Trust Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 2 quarters since.
  • Wealth Enhancement Trust Services's iShares Expanded Tech-Software Sector ETF position peaked at $729K in Q4 2025.
  • 698 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.