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

Flagship 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 Q1	$12.6K	Hold	115	–	–	0.01%	274
2025 Q4	$12.2K	Hold	115	–	–	﹤0.01%	313
2025 Q3	$13.2K	Hold	115	–	–	﹤0.01%	311
2025 Q2	$12.6K	Sell	115 -25	-18%	-$2.47K	﹤0.01%	290
2025 Q1	$12.5K	Buy	140 +25	+22%	+$2.47K	0.01%	285
2024 Q4	$11.5K	Buy	+115	New	+$11.4K	0.01%	280

Other funds holding IGV

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Flagship Wealth Advisors's IGV Position: Q1 2026 in Review

Flagship Wealth Advisors held its iShares Expanded Tech-Software Sector ETF (IGV) position steady in Q1 2026 at 115 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #274.

Flagship Wealth Advisors first reported a position in IGV in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.2K in Q3 2025. 759 funds tracked by Wall St. Rank hold IGV as of Q1 2026.

Flagship Wealth Advisors held 115 shares of iShares Expanded Tech-Software Sector ETF worth $12.6K as of Q1 2026.
Flagship Wealth Advisors left its iShares Expanded Tech-Software Sector ETF share count unchanged in Q1 2026.
iShares Expanded Tech-Software Sector ETF made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #274 holding.
Flagship Wealth Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q4 2024 and has held it in 6 quarters since.
Flagship Wealth Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $13.2K in Q3 2025.
759 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.