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Advyzon Investment Management’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Advyzon Investment 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 		$242K Buy
+2,668
New +$237K 0.02% 687
2025
Q1 		– Sell
-2,827
Closed -$283K – 294
2024
Q4 		$283K Buy
+2,827
New +$280K 0.11% 171

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

Advyzon Investment Management's IGV Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,668 shares worth $242K. The stake represents 0.02% of the portfolio and ranks #687 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in IGV as recently as Q4 2024.

Advyzon Investment Management first reported a position in IGV in Q4 2024 and has held it in 2 quarters since. The position peaked at $283K in Q4 2024. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Advyzon Investment Management held 2,668 shares of iShares Expanded Tech-Software Sector ETF worth $242K as of Q2 2026.
  • iShares Expanded Tech-Software Sector ETF was a new Advyzon Investment Management position in Q2 2026.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Advyzon Investment Management's portfolio in Q2 2026, its #687 holding.
  • Advyzon Investment Management first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 2 quarters since.
  • Advyzon Investment Management's iShares Expanded Tech-Software Sector ETF position peaked at $283K in Q4 2024.
  • 889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.