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Beacon Pointe Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Beacon Pointe Advisors’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 		$7.04M Buy
77,672
+43,338
+126% +$3.85M 0.03% 433
2026
Q1 		$2.75M Buy
34,334
+5,079
+17% +$450K 0.01% 640
2025
Q4 		$3.09M Buy
29,255
+354
+1% +$38.9K 0.02% 501
2025
Q3 		$3.32M Buy
28,901
+3,957
+16% +$438K 0.03% 439
2025
Q2 		$2.73M Buy
24,944
+260
+1% +$25.7K 0.03% 423
2025
Q1 		$2.2M Buy
24,684
+291
+1% +$28.7K 0.02% 440
2024
Q4 		$2.44M Buy
24,393
+1,216
+5% +$120K 0.03% 414
2024
Q3 		$2.07M Sell
23,177
-50
-0.2% -$4.29K 0.02% 469
2024
Q2 		$2.02M Sell
23,227
-1,350
-5% -$111K 0.02% 472
2024
Q1 		$2.1M Buy
24,577
+4,482
+22% +$378K 0.02% 488
2023
Q4 		$1.63M Sell
20,095
-3,125
-13% -$231K 0.02% 530
2023
Q3 		$1.58M Buy
23,220
+1,685
+8% +$118K 0.02% 516
2023
Q2 		$1.49M Sell
21,535
-10,600
-33% -$666K 0.02% 432
2023
Q1 		$1.96M Sell
32,135
-625
-2% -$35K 0.03% 397
2022
Q4 		$1.68M Sell
32,760
-3,700
-10% -$192K 0.03% 394
2022
Q3 		$1.83M Buy
36,460
+3,265
+10% +$186K 0.04% 335
2022
Q2 		$1.79M Buy
33,195
+17,365
+110% +$1.02M 0.04% 346
2022
Q1 		$1.09M Buy
+15,830
New +$1.09M 0.02% 593

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

Beacon Pointe Advisors's IGV Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 126% in Q2 2026, buying an estimated $3.85M and bringing the position to 77,672 shares worth $7.04M. The position accounts for 0.03% of the portfolio, ranked #433.

Beacon Pointe Advisors first reported a position in IGV in Q1 2022 and has held it in 18 quarters since. 880 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Beacon Pointe Advisors held 77,672 shares of iShares Expanded Tech-Software Sector ETF worth $7.04M as of Q2 2026.
  • Beacon Pointe Advisors bought 43,338 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $3.85M.
  • iShares Expanded Tech-Software Sector ETF made up 0.03% of Beacon Pointe Advisors's portfolio in Q2 2026, its #433 holding.
  • Beacon Pointe Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2022 and has held it in 18 quarters since.
  • 880 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.