Avantax Planning Partners’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Avantax Planning Partners’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	$578K	Hold	6,375	–	–	0.01%	268
2026 Q1	$510K	Sell	6,375 -175	-3%	-$15.5K	0.01%	277
2025 Q4	$692K	Hold	6,550	–	–	0.02%	226
2025 Q3	$753K	Hold	6,550	–	–	0.02%	221
2025 Q2	$717K	Buy	+6,550	New	+$648K	0.02%	219

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

Avantax Planning Partners's IGV Position: Q2 2026 in Review

Avantax Planning Partners held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q2 2026 at 6,375 shares worth $578K. The position accounts for 0.01% of the portfolio, ranked #268.

Avantax Planning Partners first reported a position in IGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $753K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Avantax Planning Partners held 6,375 shares of iShares Expanded Tech-Software Sector ETF worth $578K as of Q2 2026.
Avantax Planning Partners left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #268 holding.
Avantax Planning Partners first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 5 quarters since.
Avantax Planning Partners's iShares Expanded Tech-Software Sector ETF position peaked at $753K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.