Aventura Private Wealth’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Aventura Private Wealth’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	$50.9K	Sell	562 -120	-18%	-$10.7K	0.02%	342
2026 Q1	$54.6K	Buy	682 +120	+21%	+$10.6K	0.02%	310
2025 Q4	$59.4K	Hold	562	–	–	0.02%	274
2025 Q3	$64.6K	Hold	562	–	–	0.02%	266
2025 Q2	$61.5K	Buy	+562	New	+$55.6K	0.03%	265

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

Aventura Private Wealth's IGV Position: Q2 2026 in Review

Aventura Private Wealth reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 18% in Q2 2026, selling an estimated $10.7K and leaving 562 shares worth $50.9K. The position accounts for 0.02% of the portfolio, ranked #342.

Aventura Private Wealth first reported a position in IGV in Q2 2025 and has held it in 5 quarters since. The position peaked at $64.6K in Q3 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Aventura Private Wealth held 562 shares of iShares Expanded Tech-Software Sector ETF worth $50.9K as of Q2 2026.
Aventura Private Wealth sold 120 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $10.7K.
iShares Expanded Tech-Software Sector ETF made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #342 holding.
Aventura Private Wealth first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2025 and has held it in 5 quarters since.
Aventura Private Wealth's iShares Expanded Tech-Software Sector ETF position peaked at $64.6K in Q3 2025.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.