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WJ Wealth Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

WJ Wealth Management’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 		$414K Hold
4,575
– – 0.16% 65
2026
Q1 		$366K Sell
4,575
-350
-7% -$31K 0.17% 62
2025
Q4 		$521K Hold
4,925
– – 0.23% 52
2025
Q3 		$569K Sell
4,925
-4,925
-50% -$545K 0.25% 47
2025
Q2 		$1.08M Hold
9,850
– – 0.34% 48
2025
Q1 		$877K Buy
9,850
+600
+6% +$59.3K 0.31% 49
2024
Q4 		$926K Hold
9,250
– – 0.32% 45
2024
Q3 		$827K Hold
9,250
– – 0.29% 46
2024
Q2 		$804K Hold
9,250
– – 0.29% 48
2024
Q1 		$789K Hold
9,250
– – 0.31% 47
2023
Q4 		$750K Hold
9,250
– – 0.33% 43
2023
Q3 		$631K Buy
9,250
+1,000
+12% +$70.1K 0.31% 40
2023
Q2 		$571K Buy
8,250
+4,425
+116% +$278K 0.27% 42
2023
Q1 		$233K Sell
3,825
-5,075
-57% -$284K 0.16% 48
2022
Q4 		$455K Hold
8,900
– – 0.26% 38
2022
Q3 		$446K Hold
8,900
– – 0.28% 39
2022
Q2 		$480K Buy
8,900
+4,450
+100% +$262K 0.34% 32
2022
Q1 		$306K Hold
4,450
– – 0.2% 36
2021
Q4 		$355K Hold
4,450
– – 0.21% 41
2021
Q3 		$356K Hold
4,450
– – 0.24% 42
2021
Q2 		$347K Sell
4,450
-425
-9% -$30.8K 1.08% 27
2021
Q1 		$333K Sell
4,875
-575
-11% -$40.8K 1.04% 28
2020
Q4 		$386K Sell
5,450
-250
-4% -$16.6K 1.2% 25
2020
Q3 		$355K Sell
5,700
-8,850
-61% -$532K 1.15% 22
2020
Q2 		$824K Buy
14,550
+7,275
+100% +$365K 0.58% 25
2020
Q1 		$306K Sell
7,275
-1,975
-21% -$93.4K 1.1% 19
2019
Q4 		$431K Buy
+9,250
New +$410K 1.09% 23

Other funds holding IGV

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
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
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AssetMark Inc
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

WJ Wealth Management's IGV Position: Q2 2026 in Review

WJ Wealth Management held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 4,575 shares worth $414K. The position accounts for 0.16% of the portfolio, ranked #65.

WJ Wealth Management first reported a position in IGV in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.08M in Q2 2025. 394 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • WJ Wealth Management held 4,575 shares of iShares Expanded Tech-Software Sector ETF worth $414K as of Q2 2026.
  • WJ Wealth Management left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.16% of WJ Wealth Management's portfolio in Q2 2026, its #65 holding.
  • WJ Wealth Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2019 and has held it in 27 quarters since.
  • WJ Wealth Management's iShares Expanded Tech-Software Sector ETF position peaked at $1.08M in Q2 2025.
  • 394 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on WJ Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.