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

Wellspring Financial 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	$2.04M	Sell	1,349,322 -171,356	-11%	-$15.2M	0.13%	66
2026 Q1	$15.7M	Sell	1,520,678 -94,834	-6%	-$8.39M	1.18%	17
2025 Q4	$30.3M	Buy	1,615,512 +4,364	+0.3%	+$480K	2.4%	10
2025 Q3	$32.3M	Buy	1,611,148 +79	+0%	+$8.74K	2.97%	9
2025 Q2	$30.8M	Sell	1,611,069 -906	-0.1%	-$89.6K	3.1%	7
2025 Q1	$25.4M	Sell	1,611,975 -7,872	-0.5%	-$777K	2.83%	9
2024 Q4	$29.2M	Buy	1,619,847 +65,458	+4%	+$6.49M	3.05%	8
2024 Q3	$20.4M	Buy	1,554,389 +1,982	+0.1%	+$170K	2.43%	10
2024 Q2	$19.7M	Buy	1,552,407 +50,062	+3%	+$4.11M	2.67%	10
2024 Q1	$15M	Sell	1,502,345 -5,256,960	-78%	-$444M	2.38%	12
2023 Q4	$5.5M	Sell	6,759,305 -3,780	-0.1%	-$280K	1.37%	23
2023 Q3	$5.1M	Buy	6,763,085 +475	+0%	+$33.3K	1.49%	20
2023 Q2	$5.12M	Sell	6,762,610 -2,950	-0%	-$185K	1.45%	21
2023 Q1	$4.85M	Buy	6,765,560 +1,580	+0%	+$88.6K	1.44%	18
2022 Q4	$4.2M	Sell	6,763,980 -70,325	-1%	-$3.65M	1.4%	22
2022 Q3	$7.66M	Buy	6,834,305 +1,845	+0%	+$105K	2.83%	11
2022 Q2	$8.05M	Sell	6,832,460 -58,655	-0.9%	-$3.45M	2.8%	12
2022 Q1	$14M	Buy	6,891,115 +4,345	+0.1%	+$298K	4.12%	7
2021 Q4	$15.6M	Sell	6,886,770 -200,895	-3%	-$16.8M	4.33%	6
2021 Q3	$15.4M	Buy	7,087,665 +6,910,125	+3,892%	+$564M	4.63%	6
2021 Q2	$13.8M	Buy	177,540 +158,580	+836%	+$11.5M	4.36%	5
2021 Q1	$797K	Sell	18,960 -146,375	-89%	-$10.4M	0.38%	35
2020 Q4	$11.7M	Buy	165,335 +131,945	+395%	+$8.74M	4.09%	7
2020 Q3	$2.08M	Buy	33,390 +13,105	+65%	+$787K	0.81%	27
2020 Q2	$1.15M	Buy	20,285 +1,325	+7%	+$66.4K	0.48%	33
2020 Q1	$797K	Buy	+18,960	New	+$897K	0.38%	35

Other funds holding IGV

AWM

Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $743M AUM 22.58% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wellspring Financial Advisors's IGV Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 11% in Q2 2026, selling an estimated $15.2M and leaving 1,349,322 shares worth $2.04M. The position accounts for 0.13% of the portfolio, ranked #66.

Wellspring Financial Advisors first reported a position in IGV in Q1 2020 and has held it in 26 quarters since. The position peaked at $32.3M in Q3 2025. 248 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Wellspring Financial Advisors held 1,349,322 shares of iShares Expanded Tech-Software Sector ETF worth $2.04M as of Q2 2026.
Wellspring Financial Advisors sold 171,356 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $15.2M.
iShares Expanded Tech-Software Sector ETF made up 0.13% of Wellspring Financial Advisors's portfolio in Q2 2026, its #66 holding.
Wellspring Financial Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 26 quarters since.
Wellspring Financial Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $32.3M in Q3 2025.
248 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.