Coppell Advisory Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Coppell Advisory Solutions’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	$31.5M	Buy	+1,223	New	+$109K	2.6%	5
2025 Q2	–	Sell	-40,143	Closed	-$2.29M	–	387
2025 Q1	$2.29M	Buy	40,143 +38,968	+3,316%	+$3.85M	0.32%	65
2024 Q4	$119K	Sell	1,175 -127	-10%	-$12.6K	0.02%	388
2024 Q3	$116K	Sell	1,302 -115	-8%	-$9.86K	0.02%	368
2024 Q2	$123K	Buy	+1,417	New	+$116K	0.02%	340
2023 Q4	$189K	Buy	+2,330	New	+$172K	0.04%	273

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

Coppell Advisory Solutions's IGV Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 1,223 shares worth $31.5M. The stake represents 2.6% of the portfolio and ranks #5 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in IGV as recently as Q1 2025.

Coppell Advisory Solutions first reported a position in IGV in Q4 2023 and has held it in 6 quarters since. 884 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Coppell Advisory Solutions held 1,223 shares of iShares Expanded Tech-Software Sector ETF worth $31.5M as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 2.6% of Coppell Advisory Solutions's portfolio in Q2 2026, its #5 holding.
Coppell Advisory Solutions first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2023 and has held it in 6 quarters since.
884 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.