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

Avantax 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
2025
Q2 		$3.52M Sell
32,134
-6,160
-16% -$609K 0.02% 566
2025
Q1 		$3.41M Buy
38,294
+20,182
+111% +$1.99M 0.02% 537
2024
Q4 		$1.81M Sell
18,112
-2,695
-13% -$267K 0.01% 755
2024
Q3 		$1.86M Sell
20,807
-3,288
-14% -$282K 0.01% 734
2024
Q2 		$2.09M Buy
24,095
+2,134
+10% +$175K 0.01% 647
2024
Q1 		$1.87M Sell
21,961
-7,104
-24% -$599K 0.02% 552
2023
Q4 		$2.36M Sell
29,065
-1,780
-6% -$132K 0.02% 463
2023
Q3 		$2.11M Sell
30,845
-4,325
-12% -$303K 0.02% 444
2023
Q2 		$2.43M Sell
35,170
-45
-0.1% -$2.83K 0.03% 402
2023
Q1 		$2.15M Sell
35,215
-2,425
-6% -$136K 0.03% 421
2022
Q4 		$1.93M Sell
37,640
-2,215
-6% -$115K 0.03% 436
2022
Q3 		$1.99M Sell
39,855
-785
-2% -$44.6K 0.03% 372
2022
Q2 		$2.19M Sell
40,640
-15,680
-28% -$921K 0.03% 356
2022
Q1 		$3.88M Sell
56,320
-8,450
-13% -$580K 0.05% 249
2021
Q4 		$5.15M Sell
64,770
-3,870
-6% -$323K 0.08% 195
2021
Q3 		$5.49M Sell
68,640
-230
-0.3% -$18.8K 0.09% 165
2021
Q2 		$5.38M Buy
68,870
+38,335
+126% +$2.78M 0.1% 162
2021
Q1 		$2.09M Sell
30,535
-2,510
-8% -$178K 0.04% 283
2020
Q4 		$2.34M Sell
33,045
-13,950
-30% -$924K 0.06% 242
2020
Q3 		$2.92M Buy
46,995
+3,450
+8% +$207K 0.05% 286
2020
Q2 		$2.48M Buy
43,545
+2,725
+7% +$137K 0.07% 188
2020
Q1 		$1.72M Buy
40,820
+10,430
+34% +$493K 0.05% 211
2019
Q4 		$1.41M Buy
30,390
+7,715
+34% +$342K 0.03% 272
2019
Q3 		$963K Buy
+22,675
New +$992K 0.04% 216

Other funds holding IGV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Avantax Advisory Services's IGV Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 16% in Q2 2025, selling an estimated $609K and leaving 32,134 shares worth $3.52M. The position accounts for 0.02% of the portfolio, ranked #566.

Avantax Advisory Services first reported a position in IGV in Q3 2019 and has held it in 24 quarters since. The position peaked at $5.49M in Q3 2021. 685 funds tracked by Wall St. Rank hold IGV as of Q2 2025.

  • Avantax Advisory Services held 32,134 shares of iShares Expanded Tech-Software Sector ETF worth $3.52M as of Q2 2025.
  • Avantax Advisory Services sold 6,160 iShares Expanded Tech-Software Sector ETF shares in Q2 2025, an estimated $609K.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #566 holding.
  • Avantax Advisory Services first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2019 and has held it in 24 quarters since.
  • Avantax Advisory Services's iShares Expanded Tech-Software Sector ETF position peaked at $5.49M in Q3 2021.
  • 685 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.