Dynamic Advisor Solutions’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Dynamic Advisor 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	$398K	Buy	4,397 +16	+0.4%	+$1.42K	0.01%	752
2026 Q1	$351K	Buy	+4,381	New	+$388K	0.01%	759
2020 Q3	–	Sell	-6,320	Closed	-$359K	–	632
2020 Q2	$359K	Buy	+6,320	New	+$317K	0.05%	349
2018 Q4	–	Sell	-27,490	Closed	-$1.13M	–	425
2018 Q3	$1.13M	Buy	+27,490	New	+$1.08M	0.23%	123

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

Dynamic Advisor Solutions's IGV Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 0.37% in Q2 2026, buying an estimated $1.42K and bringing the position to 4,397 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #752.

Dynamic Advisor Solutions first reported a position in IGV in Q3 2018 and has held it in 4 quarters since. The position peaked at $1.13M in Q3 2018. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Dynamic Advisor Solutions held 4,397 shares of iShares Expanded Tech-Software Sector ETF worth $398K as of Q2 2026.
Dynamic Advisor Solutions bought 16 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $1.42K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #752 holding.
Dynamic Advisor Solutions first reported a position in iShares Expanded Tech-Software Sector ETF in Q3 2018 and has held it in 4 quarters since.
Dynamic Advisor Solutions's iShares Expanded Tech-Software Sector ETF position peaked at $1.13M in Q3 2018.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.