Fortis Group Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Fortis Group 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	$3.08M	Buy	34,016 +26,256	+338%	+$2.33M	0.49%	59
2026 Q1	$651K	Sell	7,760 -184	-2%	-$16.3K	0.11%	174
2025 Q4	$717K	Sell	7,944 -289	-4%	-$31.8K	0.12%	182
2025 Q3	$951K	Sell	8,233 -660	-7%	-$73.1K	0.16%	122
2025 Q2	$993K	Sell	8,893 -2,522	-22%	-$249K	0.18%	113
2025 Q1	$1.02M	Sell	11,415 -5,155	-31%	-$509K	0.2%	106
2024 Q4	$1.66M	Buy	16,570 +2,986	+22%	+$296K	0.31%	80
2024 Q3	$1.21M	Sell	13,584 -448	-3%	-$38.4K	0.22%	85
2024 Q2	$1.22M	Sell	14,032 -752	-5%	-$61.8K	0.24%	70
2024 Q1	$1.26M	Buy	+14,784	New	+$1.25M	0.23%	83

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

Fortis Group Advisors's IGV Position: Q2 2026 in Review

Fortis Group Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 338% in Q2 2026, buying an estimated $2.33M and bringing the position to 34,016 shares worth $3.08M. The position accounts for 0.49% of the portfolio, ranked #59.

Fortis Group Advisors first reported a position in IGV in Q1 2024 and has held it in 10 quarters since. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Fortis Group Advisors held 34,016 shares of iShares Expanded Tech-Software Sector ETF worth $3.08M as of Q2 2026.
Fortis Group Advisors bought 26,256 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $2.33M.
iShares Expanded Tech-Software Sector ETF made up 0.49% of Fortis Group Advisors's portfolio in Q2 2026, its #59 holding.
Fortis Group Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2024 and has held it in 10 quarters since.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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