E&G Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

E&G 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	$202K	Buy	+2,225	New	+$198K	0.04%	236
2025 Q3	–	Sell	-5,305	Closed	-$581K	–	231
2025 Q2	$581K	Sell	5,305 -125	-2%	-$12.4K	0.15%	120
2025 Q1	$483K	Buy	5,430 +1,030	+23%	+$102K	0.14%	125
2024 Q4	$441K	Sell	4,400 -800	-15%	-$79.3K	0.12%	131
2024 Q3	$465K	Hold	5,200	–	–	0.13%	126
2024 Q2	$452K	Hold	5,200	–	–	0.13%	126
2024 Q1	$443K	Buy	+5,200	New	+$439K	0.14%	125

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

E&G Advisors's IGV Position: Q2 2026 in Review

E&G Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 2,225 shares worth $202K. The stake represents 0.04% of the portfolio and ranks #236 among its holdings. This is a return to the name: E&G Advisors previously reported a position in IGV as recently as Q2 2025.

E&G Advisors first reported a position in IGV in Q1 2024 and has held it in 7 quarters since. The position peaked at $581K in Q2 2025. 883 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

E&G Advisors held 2,225 shares of iShares Expanded Tech-Software Sector ETF worth $202K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new E&G Advisors position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up 0.04% of E&G Advisors's portfolio in Q2 2026, its #236 holding.
E&G Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 7 quarters since.
E&G Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $581K in Q2 2025.
883 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on E&G Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.