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

Clearstead 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 		$4.01M Sell
44,306
-13,753
-24% -$1.22M 0.04% 269
2026
Q1 		$4.65M Buy
58,059
+33,786
+139% +$2.99M 0.04% 242
2025
Q4 		$2.57M Buy
24,273
+4,945
+26% +$544K 0.03% 289
2025
Q3 		$2.22M Buy
19,328
+6,718
+53% +$744K 0.03% 308
2025
Q2 		$1.38M Buy
12,610
+6,340
+101% +$627K 0.02% 380
2025
Q1 		$558K Sell
6,270
-6,130
-49% -$605K 0.01% 546
2024
Q4 		$1.24M Sell
12,400
-375
-3% -$37.2K 0.02% 369
2024
Q3 		$1.14M Sell
12,775
-450
-3% -$38.6K 0.02% 397
2024
Q2 		$1.15M Sell
13,225
-920
-7% -$75.6K 0.02% 364
2024
Q1 		$1.15M Buy
14,145
+920
+7% +$77.6K 0.06% 210
2023
Q4 		$1.07M Sell
13,225
-13,265
-50% -$981K 0.06% 218
2023
Q3 		$1.81M Buy
26,490
+13,245
+100% +$929K 0.05% 221
2023
Q2 		$916K Buy
13,245
+120
+0.9% +$7.54K 0.06% 215
2023
Q1 		$800K Hold
13,125
– – 0.06% 195
2022
Q4 		$672K Buy
13,125
+4,930
+60% +$256K 0.05% 210
2022
Q3 		$410K Hold
8,195
– – 0.04% 257
2022
Q2 		$442K Buy
8,195
+7,000
+586% +$411K 0.03% 269
2022
Q1 		$82K Hold
1,195
– – 0.01% 585
2021
Q4 		$95K Hold
1,195
– – 0.01% 536
2021
Q3 		$95K Hold
1,195
– – 0.01% 490
2021
Q2 		$93K Hold
1,195
– – 0.01% 466
2021
Q1 		$82K Hold
1,195
– – 0.01% 470
2020
Q4 		$85K Hold
1,195
– – 0.01% 443
2020
Q3 		$74K Hold
1,195
– – 0.01% 408
2020
Q2 		$68K Hold
1,195
– – 0.01% 399
2020
Q1 		$50K Buy
+1,195
New +$56.5K 0.01% 411

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

Clearstead Advisors's IGV Position: Q2 2026 in Review

Clearstead Advisors reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 24% in Q2 2026, selling an estimated $1.22M and leaving 44,306 shares worth $4.01M. The position accounts for 0.04% of the portfolio, ranked #269.

Clearstead Advisors first reported a position in IGV in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.65M in Q1 2026. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Clearstead Advisors held 44,306 shares of iShares Expanded Tech-Software Sector ETF worth $4.01M as of Q2 2026.
  • Clearstead Advisors sold 13,753 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.22M.
  • iShares Expanded Tech-Software Sector ETF made up 0.04% of Clearstead Advisors's portfolio in Q2 2026, its #269 holding.
  • Clearstead Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $4.65M in Q1 2026.
  • 877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.