Foundations Investment Advisors’s iShares Expanded Tech-Software Sector ETF IGV Stock Holding History

Foundations Investment 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	$6.25M	Buy	68,950 +59,601	+638%	+$5.3M	0.06%	219
2026 Q1	$748K	Sell	9,349 -1,383	-13%	-$122K	0.01%	601
2025 Q4	$1.13M	Sell	10,732 -793,892	-99%	-$87.3M	0.01%	479
2025 Q3	$92.5M	Buy	804,624 +276,094	+52%	+$30.6M	1.34%	17
2025 Q2	$57.9M	Buy	528,530 +9,681	+2%	+$957K	0.91%	22
2025 Q1	$46.2M	Buy	518,849 +506,384	+4,062%	+$50M	0.85%	23
2024 Q4	$1.25M	Buy	12,465 +6,664	+115%	+$660K	0.02%	363
2024 Q3	$518K	Buy	5,801 +221	+4%	+$18.9K	0.01%	513
2024 Q2	$485K	Sell	5,580 -8,839	-61%	-$726K	0.01%	502
2024 Q1	$1.23M	Buy	14,419 +8,864	+160%	+$748K	0.03%	290
2023 Q4	$474K	Buy	5,555 +425	+8%	+$31.4K	0.01%	446
2023 Q3	$350K	Buy	5,130 +565	+12%	+$39.6K	0.01%	478
2023 Q2	$316K	Sell	4,565 -5	-0.1%	-$314	0.01%	462
2023 Q1	$278K	Buy	+4,570	New	+$256K	0.01%	412

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

Foundations Investment Advisors's IGV Position: Q2 2026 in Review

Foundations Investment Advisors increased its iShares Expanded Tech-Software Sector ETF (IGV) stake by 638% in Q2 2026, buying an estimated $5.3M and bringing the position to 68,950 shares worth $6.25M. The position accounts for 0.06% of the portfolio, ranked #219.

Foundations Investment Advisors first reported a position in IGV in Q1 2023 and has held it in 14 quarters since. The position peaked at $92.5M in Q3 2025. 877 funds tracked by Wall St. Rank hold IGV as of Q2 2026.

Foundations Investment Advisors held 68,950 shares of iShares Expanded Tech-Software Sector ETF worth $6.25M as of Q2 2026.
Foundations Investment Advisors bought 59,601 iShares Expanded Tech-Software Sector ETF shares in Q2 2026, an estimated $5.3M.
iShares Expanded Tech-Software Sector ETF made up 0.06% of Foundations Investment Advisors's portfolio in Q2 2026, its #219 holding.
Foundations Investment Advisors first reported a position in iShares Expanded Tech-Software Sector ETF in Q1 2023 and has held it in 14 quarters since.
Foundations Investment Advisors's iShares Expanded Tech-Software Sector ETF position peaked at $92.5M in Q3 2025.
877 funds tracked by Wall St. Rank held iShares Expanded Tech-Software Sector ETF as of Q2 2026.

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