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

Concurrent Investment 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 		$2.9M Buy
31,996
+16,712
+109% +$1.49M 0.02% 601
2026
Q1 		$1.22M Buy
15,284
+11,686
+325% +$1.03M 0.01% 806
2025
Q4 		$380K Buy
3,598
+128
+4% +$14.1K ﹤0.01% 1269
2025
Q3 		$399K Sell
3,470
-30,838
-90% -$3.41M 0.01% 1022
2025
Q2 		$3.76M Buy
34,308
+685
+2% +$67.7K 0.07% 279
2025
Q1 		$2.99M Buy
33,623
+21,694
+182% +$2.14M 0.07% 282
2024
Q4 		$1.19M Buy
11,929
+9,136
+327% +$905K 0.03% 446
2024
Q3 		$250K Buy
2,793
+273
+11% +$23.4K 0.01% 850
2024
Q2 		$219K Hold
2,520
– – 0.01% 844
2024
Q1 		$215K Sell
2,520
-6,190
-71% -$522K 0.01% 787
2023
Q4 		$707K Buy
+8,710
New +$644K 0.03% 407

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

Concurrent Investment Advisors's IGV Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 109% in Q2 2026, buying an estimated $1.49M and bringing the position to 31,996 shares worth $2.9M. The position accounts for 0.02% of the portfolio, ranked #601.

Concurrent Investment Advisors first reported a position in IGV in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.76M in Q2 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Concurrent Investment Advisors held 31,996 shares of iShares Expanded Tech-Software Sector ETF worth $2.9M as of Q2 2026.
  • Concurrent Investment Advisors bought 16,712 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.49M.
  • iShares Expanded Tech-Software Sector ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #601 holding.
  • Concurrent Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 11 quarters since.
  • Concurrent Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $3.76M in Q2 2025.
  • 889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.