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Ameritas Advisory Services’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Ameritas Advisory 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
Q1 		$228K Buy
2,847
+226
+9% +$20K 0.01% 882
2025
Q4 		$277K Buy
2,621
+1,906
+267% +$210K 0.01% 791
2025
Q3 		$82.2K Sell
715
-2,519
-78% -$279K 0.01% 901
2025
Q2 		$354K Sell
3,234
-669
-17% -$66.2K 0.02% 587
2025
Q1 		$355K Buy
3,903
+49
+1% +$4.84K 0.01% 656
2024
Q4 		$386K Buy
3,854
+855
+29% +$84.7K 0.01% 652
2024
Q3 		$268K Sell
2,999
-671
-18% -$57.5K 0.01% 715
2024
Q2 		$319K Sell
3,670
-533
-13% -$43.8K 0.01% 711
2024
Q1 		$355K Sell
4,203
-487
-10% -$41.1K 0.01% 659
2023
Q4 		$385K Buy
4,690
+1,395
+42% +$103K 0.02% 490
2023
Q3 		$225K Buy
+3,295
New +$231K 0.01% 715
2023
Q2 		– Sell
-4,525
Closed -$271K – 1514
2023
Q1 		$271K Sell
4,525
-440
-9% -$24.7K 0.01% 668
2022
Q4 		$254K Buy
4,965
+845
+21% +$43.8K 0.01% 758
2022
Q3 		$206K Buy
+4,120
New +$234K 0.01% 704
2022
Q2 		– Sell
-4,445
Closed -$307K – 823
2022
Q1 		$307K Buy
4,445
+65
+1% +$4.46K 0.01% 655
2021
Q4 		$348K Buy
+4,380
New +$366K 0.01% 603

Other funds holding IGV

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Ameritas Advisory Services's IGV Position: Q1 2026 in Review

Ameritas Advisory Services increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 8.6% in Q1 2026, buying an estimated $20K and bringing the position to 2,847 shares worth $228K. The position accounts for 0.01% of the portfolio, ranked #882.

Ameritas Advisory Services first reported a position in IGV in Q4 2021 and has held it in 16 quarters since. The position peaked at $386K in Q4 2024. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

  • Ameritas Advisory Services held 2,847 shares of iShares Expanded Tech-Software Sector ETF worth $228K as of Q1 2026.
  • Ameritas Advisory Services bought 226 iShares Expanded Tech-Software Sector ETF shares in Q1 2026, an estimated $20K.
  • iShares Expanded Tech-Software Sector ETF made up 0.01% of Ameritas Advisory Services's portfolio in Q1 2026, its #882 holding.
  • Ameritas Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2021 and has held it in 16 quarters since.
  • Ameritas Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $386K in Q4 2024.
  • 759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.