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Advocate Investing Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Advocate Investing 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 		$933K Sell
10,300
-250
-2% -$22.2K 0.72% 36
2026
Q1 		$845K Buy
10,550
+9,450
+859% +$837K 0.72% 36
2025
Q4 		$116K Buy
+1,100
New +$121K 0.1% 110

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advocate Investing Services's IGV Position: Q2 2026 in Review

Advocate Investing Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 2.4% in Q2 2026, selling an estimated $22.2K and leaving 10,300 shares worth $933K. The position accounts for 0.72% of the portfolio, ranked #36.

Advocate Investing Services first reported a position in IGV in Q4 2025 and has held it in 3 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Advocate Investing Services held 10,300 shares of iShares Expanded Tech-Software Sector ETF worth $933K as of Q2 2026.
  • Advocate Investing Services sold 250 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $22.2K.
  • iShares Expanded Tech-Software Sector ETF made up 0.72% of Advocate Investing Services's portfolio in Q2 2026, its #36 holding.
  • Advocate Investing Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2025 and has held it in 3 quarters since.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.