First Foundation Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

First Foundation 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	$339K	Buy	3,746 +384	+11%	+$34.1K	0.01%	290
2026 Q1	$269K	Buy	3,362 +200	+6%	+$17.7K	0.01%	299
2025 Q4	$334K	Sell	3,162 -95	-3%	-$10.4K	0.01%	268
2025 Q3	$375K	Hold	3,257	–	–	0.01%	256
2025 Q2	$357K	Hold	3,257	–	–	0.01%	268
2025 Q1	$290K	Buy	3,257 +1	+0%	+$99	0.01%	276
2024 Q4	$326K	Hold	3,256	–	–	0.01%	276
2024 Q3	$291K	Sell	3,256 -299	-8%	-$25.6K	0.01%	288
2024 Q2	$309K	Buy	3,555 +300	+9%	+$24.6K	0.01%	277
2024 Q1	$278K	Hold	3,255	–	–	0.01%	292
2023 Q4	$264K	Hold	3,255	–	–	0.01%	303
2023 Q3	$222K	Hold	3,255	–	–	0.01%	376
2023 Q2	$225K	Buy	+3,255	New	+$204K	0.01%	365
2023 Q1	–	Sell	-4,080	Closed	-$209K	–	404
2022 Q4	$209K	Buy	+4,080	New	+$211K	0.01%	362

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

First Foundation Advisors's IGV Position: Q2 2026 in Review

First Foundation Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 11% in Q2 2026, buying an estimated $34.1K and bringing the position to 3,746 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #290.

First Foundation Advisors first reported a position in IGV in Q4 2022 and has held it in 14 quarters since. The position peaked at $375K in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

First Foundation Advisors held 3,746 shares of iShares Expanded Tech-Software Sector ETF worth $339K as of Q2 2026.
First Foundation Advisors bought 384 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $34.1K.
iShares Expanded Tech-Software Sector ETF made up 0.01% of First Foundation Advisors's portfolio in Q2 2026, its #290 holding.
First Foundation Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2022 and has held it in 14 quarters since.
First Foundation Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $375K in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.