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

Financial Solutions Advisory Group’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 		$672K Sell
7,157
-1,123
-14% -$99.8K 0.09% 88
2026
Q1 		$663K Buy
+8,280
New +$733K 0.09% 86

Other funds holding IGV

AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GF
GGM Financials Columbus, Ohio $264M AUM 15.28% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AI
Arvest Investments Rogers, Arkansas $827M AUM 21.19% 1-Year Est. Return
MHIP
Mountain Hill Investment Partners Atlantic Highlands, New Jersey $177M AUM 2.52% 1-Year Est. Return

Financial Solutions Advisory Group's IGV Position: Q2 2026 in Review

Financial Solutions Advisory Group reduced its iShares Expanded Tech-Software Sector ETF (IGV) stake by 14% in Q2 2026, selling an estimated $99.8K and leaving 7,157 shares worth $672K. The position accounts for 0.09% of the portfolio, ranked #88.

Financial Solutions Advisory Group first reported a position in IGV in Q1 2026 and has held it in 2 quarters since. 206 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • Financial Solutions Advisory Group held 7,157 shares of iShares Expanded Tech-Software Sector ETF worth $672K as of Q2 2026.
  • Financial Solutions Advisory Group sold 1,123 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $99.8K.
  • iShares Expanded Tech-Software Sector ETF made up 0.09% of Financial Solutions Advisory Group's portfolio in Q2 2026, its #88 holding.
  • Financial Solutions Advisory Group first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and has held it in 2 quarters since.
  • 206 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on Financial Solutions Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.