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

Advocacy Wealth Management 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	$2.64M	Buy	+29,123	New	+$2.59M	0.1%	75
2022 Q3	–	Sell	-245	Closed	-$13K	–	138
2022 Q2	$13K	Sell	245 -85	-26%	-$5K	﹤0.01%	93
2022 Q1	$23K	Sell	330 -1,185	-78%	-$81.4K	﹤0.01%	84
2021 Q4	$120K	Sell	1,515 -450	-23%	-$37.6K	0.02%	38
2021 Q3	$157K	Sell	1,965 -630	-24%	-$51.4K	0.03%	34
2021 Q2	$202K	Sell	2,595 -96,425	-97%	-$6.99M	0.04%	33
2021 Q1	$6.91M	Sell	99,020 -124,535	-56%	-$8.83M	1.38%	12
2020 Q4	$15.8M	Sell	223,555 -4,975	-2%	-$330K	2.37%	9
2020 Q3	$14.5M	Buy	228,530 +141,070	+161%	+$8.47M	2.33%	8
2020 Q2	$4.97M	Buy	+87,460	New	+$4.39M	1.01%	15

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

Advocacy Wealth Management Services's IGV Position: Q2 2026 in Review

Advocacy Wealth Management Services opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 29,123 shares worth $2.64M. The stake represents 0.1% of the portfolio and ranks #75 among its holdings. This is a return to the name: Advocacy Wealth Management Services previously reported a position in IGV as recently as Q2 2022.

Advocacy Wealth Management Services first reported a position in IGV in Q2 2020 and has held it in 10 quarters since. The position peaked at $15.8M in Q4 2020. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Advocacy Wealth Management Services held 29,123 shares of iShares Expanded Tech-Software Sector ETF worth $2.64M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Advocacy Wealth Management Services position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.1% of Advocacy Wealth Management Services's portfolio in Q2 2026, its #75 holding.
Advocacy Wealth Management Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2020 and has held it in 10 quarters since.
Advocacy Wealth Management Services's iShares Expanded Tech-Software Sector ETF position peaked at $15.8M in Q4 2020.
884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2026, filed 29 Jul 2026.