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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		– Sell
-10,812
Closed -$866K – 563
2026
Q1 		$866K Buy
+10,812
New +$957K 0.26% 56

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KHLMVGHM
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Fisher Asset Management
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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IGV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Expanded Tech-Software Sector ETF (IGV) in Q2 2026, closing a stake of 10,812 shares — an estimated $866K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IGV in Q1 2026 and held it in 1 quarter. The position peaked at $866K in Q1 2026. 525 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Expanded Tech-Software Sector ETF position as of Q2 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10,812 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $866K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2026 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Expanded Tech-Software Sector ETF position peaked at $866K in Q1 2026.
  • 525 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.