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

EverSource Wealth 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	$21K	Buy	+232	New	+$20.6K	﹤0.01%	2390
2025 Q4	–	Sell	-920	Closed	-$106K	–	4342
2025 Q3	$106K	Buy	920 +842	+1,079%	+$93.2K	﹤0.01%	1252
2025 Q2	$8.54K	Hold	78	–	–	﹤0.01%	2903
2025 Q1	$6.94K	Hold	78	–	–	﹤0.01%	2328
2024 Q4	$7.81K	Buy	78 +28	+56%	+$2.77K	﹤0.01%	2135
2024 Q3	$4.47K	Hold	50	–	–	﹤0.01%	2270
2024 Q2	$4.23K	Hold	50	–	–	﹤0.01%	2277
2024 Q1	$3.95K	Hold	50	–	–	﹤0.01%	2155
2023 Q4	$4.06K	Hold	50	–	–	﹤0.01%	1941
2023 Q3	$3.41K	Hold	50	–	–	﹤0.01%	1843
2023 Q2	$3.46K	Buy	+50	New	+$3.14K	﹤0.01%	1874

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

EverSource Wealth Advisors's IGV Position: Q2 2026 in Review

EverSource Wealth Advisors opened a new position in iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026: 232 shares worth $21K. The stake represents ﹤0.01% of the portfolio and ranks #2390 among its holdings. This is a return to the name: EverSource Wealth Advisors previously reported a position in IGV as recently as Q3 2025.

EverSource Wealth Advisors first reported a position in IGV in Q2 2023 and has held it in 11 quarters since. The position peaked at $106K in Q3 2025. 889 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

EverSource Wealth Advisors held 232 shares of iShares Expanded Tech-Software Sector ETF worth $21K as of Q2 2026.
iShares Expanded Tech-Software Sector ETF was a new EverSource Wealth Advisors position in Q2 2026.
iShares Expanded Tech-Software Sector ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2390 holding.
EverSource Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q2 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $106K in Q3 2025.
889 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.